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
1101
– –
-51,135
1102
– –
-5,003
1103
– –
-3,831
1104
– –
-5,032
1105
– –
-8,020
1106
– –
-201
1107
– –
-4,269
1108
– –
-92,150
1109
– –
-73,384
1110
– –
-8,008
1111
– –
-3,420
1112
– –
-1,609
1113
– –
-3,546
1114
– –
-8,030
1115
– –
-35,687
1116
– –
-9,760
1117
– –
-6,284
1118
– –
-1,851
1119
– –
-32,675
1120
– –
-11,037
1121
– –
-21,238
1122
– –
-11,851
1123
– –
-30,264
1124
– –
-8,821
1125
– –
-10,275
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