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
1026
$81K ﹤0.01%
17,408
-147,456
1027
$79K ﹤0.01%
33,055
-962
1028
$77K ﹤0.01%
2,524
+403
1029
– –
0
1030
$68K ﹤0.01%
16,008
+753
1031
$64K ﹤0.01%
21,846
+2,393
1032
$63K ﹤0.01%
+10,656
1033
$58K ﹤0.01%
+11,494
1034
$44K ﹤0.01%
72,878
+324
1035
$42K ﹤0.01%
43,865
+684
1036
$42K ﹤0.01%
885
+39
1037
$39K ﹤0.01%
+1,093
1038
$36K ﹤0.01%
3,191
+152
1039
$36K ﹤0.01%
11,600
+168
1040
$20K ﹤0.01%
18,964
-649
1041
$9K ﹤0.01%
143
-22
1042
– –
-7,563
1043
– –
-7,665
1044
– –
-4,903
1045
– –
-384,562
1046
– –
-25,669
1047
– –
-23,659
1048
– –
-6,443
1049
– –
-236,289
1050
– –
-9,470
40 41
42
43 44