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
$1.59B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$46M
3
+$34.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.1M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.67M

Top Sells

1
+$226M
2
+$28.4M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$14.1M

Sector Composition

1 Healthcare 6.78%
2 Technology 5.63%
3 Industrials 4.04%
4 Financials 3.09%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.12%
155,702
-38,653
102
$1.89M 0.12%
61,932
-3,340
103
$1.88M 0.12%
16,045
+2,800
104
$1.83M 0.12%
71,356
-18,772
105
$1.82M 0.11%
26,624
+17,689
106
$1.82M 0.11%
18,053
+2,868
107
$1.8M 0.11%
17,081
-465
108
$1.8M 0.11%
68,416
-3,828
109
$1.79M 0.11%
73,881
+461
110
$1.78M 0.11%
31,710
+10,620
111
$1.77M 0.11%
45,800
-80
112
$1.76M 0.11%
70,544
+404
113
$1.75M 0.11%
35,151
+2,738
114
$1.74M 0.11%
16,296
+1,753
115
$1.74M 0.11%
25,173
+3,161
116
$1.73M 0.11%
35,950
+5,166
117
$1.73M 0.11%
20,826
-5,297
118
$1.71M 0.11%
8,652
-350
119
$1.69M 0.11%
70,467
-17,133
120
$1.68M 0.11%
11,885
-376
121
$1.67M 0.11%
14,121
-1,079
122
$1.67M 0.1%
18,832
+491
123
$1.67M 0.1%
14,444
+3,136
124
$1.66M 0.1%
65,018
+22,042
125
$1.65M 0.1%
31,551
+6,021
3 4
5
6 7