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
126
$1.63M 0.1%
51,760
-8,518
127
$1.62M 0.1%
13,245
+1,301
128
$1.61M 0.1%
10,911
+662
129
$1.61M 0.1%
53,243
+3,306
130
$1.59M 0.1%
16,340
+118
131
$1.58M 0.1%
72,795
+10,349
132
$1.58M 0.1%
12,309
+506
133
$1.56M 0.1%
12,862
-414
134
$1.56M 0.1%
29,988
+14,649
135
$1.56M 0.1%
14,543
-946
136
$1.55M 0.1%
32,413
+3,819
137
$1.54M 0.1%
36,680
-5,120
138
$1.53M 0.1%
15,185
-1,214
139
$1.52M 0.1%
14,534
+6,747
140
$1.51M 0.1%
23,953
-1,860
141
$1.5M 0.1%
15,395
+2,800
142
$1.49M 0.1%
30,784
+1,600
143
$1.46M 0.09%
18,541
+1,455
144
$1.45M 0.09%
20,690
+3,769
145
$1.44M 0.09%
30,489
-3,610
146
$1.44M 0.09%
49,834
+2,621
147
$1.41M 0.09%
22,012
+1,349
148
$1.41M 0.09%
148,430
+6,670
149
$1.4M 0.09%
11,062
-490
150
$1.39M 0.09%
14,679
-1,457
4 5
6
7 8