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
176
$1.26M 0.08%
13,816
-1,579
177
$1.26M 0.08%
19,735
-3,548
178
$1.25M 0.08%
20,299
+7,703
179
$1.25M 0.08%
11,553
-393
180
$1.25M 0.08%
32,083
+2,830
181
$1.23M 0.08%
9,576
+959
182
$1.22M 0.08%
20,792
+677
183
$1.21M 0.08%
48,035
-1,799
184
$1.21M 0.08%
16,842
+1,990
185
$1.21M 0.08%
+50,705
186
$1.21M 0.08%
11,060
-1,802
187
$1.2M 0.08%
12,034
-88
188
$1.2M 0.08%
21,760
+3,118
189
$1.2M 0.08%
51,861
+17,544
190
$1.19M 0.07%
16,142
-4,375
191
$1.19M 0.07%
46,817
+4,042
192
$1.18M 0.07%
35,326
-9,545
193
$1.17M 0.07%
18,600
+9,148
194
$1.16M 0.07%
8,774
-2,260
195
$1.16M 0.07%
7,431
+2,811
196
$1.15M 0.07%
34,270
+2,182
197
$1.12M 0.07%
762
+13
198
$1.11M 0.07%
5,297
+508
199
$1.11M 0.07%
8,254
+484
200
$1.11M 0.07%
+30,041
6 7
8
9 10