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
1101
– –
-6,389
1102
– –
-22,841
1103
– –
-532,046
1104
– –
-9,760
1105
– –
-6,284
1106
– –
-12,851
1107
– –
-17,100
1108
– –
-4,587
1109
– –
-1,851
1110
– –
-36,432
1111
– –
-32,675
1112
– –
-20,463
1113
– –
-11,037
1114
– –
-10,019
1115
– –
-21,238
1116
– –
-10,981
1117
– –
-12,044
1118
– –
-2,453
1119
– –
-11,851
1120
– –
-30,264
1121
– –
-8,821
1122
– –
-10,275
1123
– –
-30,894
1124
– –
-4,137
1125
– –
-5,589
42 43 44
45
46