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
176
$1.24M 0.08%
60,162
+43,500
177
$1.23M 0.08%
24,756
+700
178
$1.22M 0.08%
14,353
+2,214
179
$1.22M 0.08%
18,278
+1,806
180
$1.21M 0.08%
70,348
+12,543
181
$1.21M 0.08%
28,644
-7,056
182
$1.21M 0.08%
18,341
+2,446
183
$1.2M 0.08%
12,764
+5,002
184
$1.2M 0.08%
14,623
+529
185
$1.19M 0.08%
44,871
-1,144
186
$1.19M 0.08%
38,972
+7,605
187
$1.18M 0.08%
29,599
-3,537
188
$1.18M 0.08%
11,308
+2,594
189
$1.18M 0.08%
15,885
+1,854
190
$1.18M 0.08%
3,178
+508
191
$1.18M 0.08%
10,191
+991
192
$1.17M 0.07%
32,474
-5,682
193
$1.16M 0.07%
9,438
-289
194
$1.15M 0.07%
14,852
+1,431
195
$1.15M 0.07%
8,177
+1,904
196
$1.15M 0.07%
35,871
+1,469
197
$1.15M 0.07%
43,460
-6,424
198
$1.14M 0.07%
41,245
+1,617
199
$1.14M 0.07%
16,272
+3,731
200
$1.13M 0.07%
23,273
-3,021
6 7
8
9 10