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
1001
$132K 0.01%
16,460
+2,644
1002
$129K 0.01%
1,539
-24
1003
$129K 0.01%
24,420
+11,379
1004
$128K 0.01%
21,134
+9,968
1005
$128K 0.01%
+14,403
1006
$127K 0.01%
+4,503
1007
$127K 0.01%
5,128
+2,360
1008
$127K 0.01%
20,316
+9,802
1009
$126K 0.01%
+12,501
1010
$126K 0.01%
1,970
+166
1011
$125K 0.01%
11,181
+59
1012
$124K 0.01%
3,399
-25
1013
$123K 0.01%
3,472
-80
1014
$122K 0.01%
+10,920
1015
$118K 0.01%
11,313
-29,357
1016
$117K 0.01%
20,599
-407
1017
$116K 0.01%
30,958
-3,678
1018
$110K 0.01%
2,769
+309
1019
$108K 0.01%
23,803
+5,362
1020
$104K 0.01%
+10,200
1021
$101K 0.01%
5,930
+109
1022
$99K 0.01%
+10,182
1023
$87K ﹤0.01%
288
-9
1024
$86K ﹤0.01%
+10,857
1025
$83K ﹤0.01%
79,284
-616
39 40
41
42 43