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
151
$1.41M 0.09%
53,687
+444
152
$1.41M 0.09%
49,052
+10,080
153
$1.4M 0.09%
13,734
+4,300
154
$1.38M 0.09%
23,659
+7,653
155
$1.37M 0.09%
64,779
-8,016
156
$1.37M 0.09%
20,900
+5,015
157
$1.36M 0.09%
8,494
+2,463
158
$1.36M 0.09%
19,758
+6,272
159
$1.35M 0.08%
29,510
+2,033
160
$1.35M 0.08%
13,339
-239
161
$1.35M 0.08%
28,170
+4,897
162
$1.34M 0.08%
18,816
-376
163
$1.34M 0.08%
7,805
+1,033
164
$1.33M 0.08%
13,626
+862
165
$1.33M 0.08%
36,929
-561
166
$1.33M 0.08%
11,206
-3,328
167
$1.31M 0.08%
37,800
+5,326
168
$1.31M 0.08%
24,738
-18
169
$1.31M 0.08%
4,633
-1,234
170
$1.3M 0.08%
3,548
-910
171
$1.3M 0.08%
21,356
+12,778
172
$1.29M 0.08%
28,769
+2,335
173
$1.28M 0.08%
31,713
+611
174
$1.27M 0.08%
75,369
+40,817
175
$1.26M 0.08%
+50,860
5 6
7
8 9