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
176
$1.76M 0.09%
97,760
+5,530
177
$1.75M 0.09%
37,925
-5,561
178
$1.73M 0.09%
13,933
-974
179
$1.73M 0.09%
21,846
+274
180
$1.73M 0.09%
23,252
-516
181
$1.73M 0.09%
11,088
-711
182
$1.71M 0.09%
11,707
+1,241
183
$1.71M 0.09%
25,567
+3,181
184
$1.7M 0.09%
64,274
+768
185
$1.7M 0.09%
16,709
+103
186
$1.7M 0.09%
33,845
+323
187
$1.69M 0.09%
51,136
-4,036
188
$1.66M 0.08%
6,718
-745
189
$1.66M 0.08%
31,520
+9,604
190
$1.66M 0.08%
28,083
+3,526
191
$1.65M 0.08%
17,159
+477
192
$1.65M 0.08%
44,995
+14,770
193
$1.65M 0.08%
10,911
+318
194
$1.64M 0.08%
10,474
+2,470
195
$1.63M 0.08%
29,870
+1,809
196
$1.63M 0.08%
31,174
-618
197
$1.62M 0.08%
9,341
-199
198
$1.62M 0.08%
18,192
+514
199
$1.62M 0.08%
21,516
+159
200
$1.62M 0.08%
26,736
-506
6 7
8
9 10