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
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.65M

Top Sells

1
+$66.4M
2
+$65.8M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.86%
3 Industrials 3.36%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.87M 0.12%
108,160
+18,080
102
$1.85M 0.12%
58,416
+13,454
103
$1.84M 0.12%
10,423
+872
104
$1.84M 0.12%
30,736
+4,878
105
$1.84M 0.12%
5,867
-1,148
106
$1.83M 0.12%
85,630
+3,725
107
$1.81M 0.12%
17,157
+6,308
108
$1.8M 0.12%
+17,797
109
$1.8M 0.12%
15,200
+2,212
110
$1.8M 0.12%
39,047
+6,047
111
$1.79M 0.11%
4,458
-97
112
$1.79M 0.11%
20,517
-3,665
113
$1.78M 0.11%
194,355
-5,423
114
$1.78M 0.11%
45,880
+3,000
115
$1.78M 0.11%
10,076
-267
116
$1.77M 0.11%
44,999
+1,121
117
$1.75M 0.11%
46,372
+1,211
118
$1.75M 0.11%
70,140
-7,198
119
$1.74M 0.11%
73,420
-6,908
120
$1.74M 0.11%
158,506
+40,394
121
$1.67M 0.11%
52,605
+13,373
122
$1.67M 0.11%
32,149
+12,587
123
$1.66M 0.11%
37,490
+1,885
124
$1.65M 0.11%
38,967
-29,663
125
$1.65M 0.11%
9,002
+1,653
3 4
5
6 7