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
126
$1.64M 0.1%
16,374
+2,569
127
$1.6M 0.1%
75,532
-10,098
128
$1.59M 0.1%
29,118
-870
129
$1.59M 0.1%
12,833
+2,642
130
$1.59M 0.1%
74,910
-50,970
131
$1.58M 0.1%
37,210
+709
132
$1.57M 0.1%
69,452
-47,632
133
$1.57M 0.1%
25,437
+11,938
134
$1.56M 0.1%
29,599
-7,375
135
$1.56M 0.1%
32,860
+997
136
$1.56M 0.1%
31,250
+306
137
$1.55M 0.1%
18,275
+7,537
138
$1.54M 0.1%
44,217
-8,388
139
$1.52M 0.1%
18,161
-380
140
$1.51M 0.09%
13,128
+819
141
$1.51M 0.09%
16,177
-163
142
$1.49M 0.09%
45,504
-6,256
143
$1.49M 0.09%
36,681
+26,411
144
$1.48M 0.09%
+136,570
145
$1.47M 0.09%
67,480
+27,867
146
$1.45M 0.09%
70,086
+9,924
147
$1.44M 0.09%
31,525
+24,339
148
$1.43M 0.09%
+29,003
149
$1.42M 0.09%
134,100
-14,330
150
$1.42M 0.09%
45,953
+5,088
4 5
6
7 8