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
126
$2.26M 0.12%
21,126
-747
127
$2.25M 0.11%
56,665
-262
128
$2.25M 0.11%
13,205
+1,212
129
$2.24M 0.11%
33,655
+3,213
130
$2.24M 0.11%
27,690
+3,329
131
$2.23M 0.11%
121,360
+5,650
132
$2.23M 0.11%
19,589
-542
133
$2.22M 0.11%
30,261
-1,659
134
$2.22M 0.11%
7,065
+153
135
$2.22M 0.11%
16,739
-2,030
136
$2.22M 0.11%
17,627
-800
137
$2.22M 0.11%
63,067
+7,619
138
$2.17M 0.11%
33,018
+1,686
139
$2.13M 0.11%
123,629
-7,744
140
$2.11M 0.11%
51,478
-12,703
141
$2.1M 0.11%
21,144
+6,392
142
$2.08M 0.11%
15,152
+1,726
143
$2.07M 0.11%
62,823
+567
144
$2.04M 0.1%
19,009
+2,217
145
$2.03M 0.1%
58,021
+5,201
146
$2.03M 0.1%
18,062
+456
147
$2.01M 0.1%
41,175
+6,295
148
$2M 0.1%
40,304
-3,498
149
$1.99M 0.1%
33,909
+2,852
150
$1.97M 0.1%
9,437
-90
4 5
6
7 8