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
151
$1.96M 0.1%
1,129
+74
152
$1.96M 0.1%
36,304
-5,052
153
$1.95M 0.1%
60,096
+1,808
154
$1.93M 0.1%
24,083
-8,897
155
$1.93M 0.1%
15,108
-1,891
156
$1.92M 0.1%
10,994
-89
157
$1.91M 0.1%
32,339
-1,893
158
$1.9M 0.1%
63,427
+2,991
159
$1.9M 0.1%
74,982
-1,719
160
$1.89M 0.1%
20,167
+1,401
161
$1.88M 0.1%
61,328
-1,303
162
$1.88M 0.1%
42,618
-13
163
$1.88M 0.1%
38,806
-820
164
$1.86M 0.1%
16,621
+1,602
165
$1.85M 0.09%
39,835
+2,894
166
$1.84M 0.09%
19,454
-1,993
167
$1.82M 0.09%
25,190
+2,649
168
$1.82M 0.09%
31,099
+997
169
$1.8M 0.09%
34,457
+3,199
170
$1.79M 0.09%
+49,502
171
$1.78M 0.09%
54,621
+754
172
$1.77M 0.09%
95,475
+24,272
173
$1.77M 0.09%
34,315
+19,003
174
$1.77M 0.09%
46,248
-3,556
175
$1.76M 0.09%
10,789
+2,987
5 6
7
8 9