FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$48.9M
3
+$23.1M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$17.1M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$16.7M

Top Sells

1
+$205M
2
+$39.8M
3
+$25.2M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$15.8M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$15.5M

Sector Composition

1 Healthcare 7.39%
2 Technology 7.37%
3 Industrials 5.17%
4 Financials 4.15%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$183K 0.01%
29,165
-12,652
977
$183K 0.01%
18,695
+1,220
978
$179K 0.01%
+10,550
979
$178K 0.01%
11,556
-2,067
980
$177K 0.01%
19,457
+7,072
981
$175K 0.01%
+11,122
982
$172K 0.01%
16,001
-973
983
$167K 0.01%
11,658
-285
984
$163K 0.01%
+13,325
985
$162K 0.01%
14,566
-1,499
986
$155K 0.01%
13,518
+722
987
$154K 0.01%
20,590
-587
988
$152K 0.01%
38,170
+787
989
$150K 0.01%
17,353
+2,887
990
$150K 0.01%
26,554
+6,970
991
$148K 0.01%
13,612
-909
992
$147K 0.01%
12,702
-720
993
$146K 0.01%
3,070
-1,248
994
$144K 0.01%
+10,232
995
$143K 0.01%
+20,636
996
$142K 0.01%
14,146
+343
997
$139K 0.01%
17,942
-1,113
998
$139K 0.01%
12,387
-117
999
$138K 0.01%
+10,311
1000
$137K 0.01%
16,169
-1,305
38 39
40
41 42