FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$202M
2
+$47.7M
3
+$23.2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$17.1M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$16.5M

Top Sells

1
+$206M
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
+$15.6M

Sector Composition

1 Healthcare 7.39%
2 Technology 7.37%
3 Industrials 5.19%
4 Financials 4.15%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1077
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-5,780
1078
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1079
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1080
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1081
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1082
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1083
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1084
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1085
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1086
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-532,046
1087
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1088
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1089
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1090
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-36,432
1091
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1092
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1093
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1094
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1095
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1096
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1097
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1098
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-9,376
1099
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-26,366
1100
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-3,425
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