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
201
$1.13M 0.07%
18,013
-901
202
$1.13M 0.07%
335,764
-12,161
203
$1.11M 0.07%
29,253
+1,046
204
$1.1M 0.07%
749
-17
205
$1.1M 0.07%
+4,789
206
$1.1M 0.07%
11,294
-405
207
$1.1M 0.07%
13,075
-1,101
208
$1.1M 0.07%
+35,816
209
$1.09M 0.07%
92,663
-2,111
210
$1.09M 0.07%
17,992
-3,418
211
$1.09M 0.07%
14,695
-1,712
212
$1.07M 0.07%
6,379
+1,486
213
$1.06M 0.07%
8,617
-559
214
$1.06M 0.07%
12,280
+50
215
$1.04M 0.07%
11,254
+52
216
$1.04M 0.07%
40,496
+8,040
217
$1.03M 0.07%
20,574
+3,321
218
$1.03M 0.07%
6,772
+1,225
219
$1.03M 0.07%
42,976
+11,823
220
$1.03M 0.07%
110,605
-13,870
221
$1.03M 0.07%
12,122
+3,518
222
$1.02M 0.07%
32,088
+3,607
223
$1.02M 0.07%
5,961
-390
224
$1.02M 0.07%
42,775
-2,484
225
$1.01M 0.06%
13,717
-228
7 8
9
10 11