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
101
$2.67M 0.14%
51,000
-3,720
102
$2.65M 0.14%
23,773
-2,738
103
$2.65M 0.14%
41,849
+7,067
104
$2.63M 0.13%
17,963
+1,106
105
$2.63M 0.13%
292,145
+144,810
106
$2.62M 0.13%
17,469
+3,583
107
$2.59M 0.13%
+123,789
108
$2.59M 0.13%
68,437
+4,613
109
$2.58M 0.13%
+79,871
110
$2.53M 0.13%
23,757
-2,451
111
$2.48M 0.13%
+14,713
112
$2.47M 0.13%
24,989
-3,839
113
$2.43M 0.12%
96,822
+1,803
114
$2.42M 0.12%
99,401
+2,080
115
$2.41M 0.12%
98,419
+2,161
116
$2.41M 0.12%
14,967
-1,477
117
$2.39M 0.12%
69,636
+2,866
118
$2.37M 0.12%
17,764
-2,736
119
$2.35M 0.12%
146,943
-244,038
120
$2.34M 0.12%
12,318
-2,073
121
$2.33M 0.12%
15,068
+376
122
$2.32M 0.12%
45,486
-4,626
123
$2.3M 0.12%
109,639
+26,420
124
$2.3M 0.12%
46,499
+8,273
125
$2.29M 0.12%
7,172
+434
3 4
5
6 7