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
201
$1.1M 0.07%
17,391
-2,813
202
$1.09M 0.07%
7,116
+929
203
$1.09M 0.07%
21,434
+14,366
204
$1.08M 0.07%
39,644
-852
205
$1.08M 0.07%
15,212
+1,853
206
$1.08M 0.07%
18,886
+2,139
207
$1.07M 0.07%
12,263
+4,744
208
$1.07M 0.07%
59,809
+22,275
209
$1.07M 0.07%
19,496
+782
210
$1.06M 0.07%
17,755
+6,341
211
$1.06M 0.07%
18,942
-2,932
212
$1.06M 0.07%
13,330
-1,365
213
$1.05M 0.07%
14,432
-6,258
214
$1.05M 0.07%
18,115
+123
215
$1.05M 0.07%
24,699
-11,172
216
$1.04M 0.07%
6,502
-1,675
217
$1.04M 0.07%
+64,832
218
$1.04M 0.07%
14,770
-3,243
219
$1.03M 0.06%
174,966
-46,645
220
$1.02M 0.06%
24,640
+516
221
$1.02M 0.06%
9,865
-1,429
222
$1.02M 0.06%
27,180
-9,500
223
$1.02M 0.06%
+25,754
224
$1.02M 0.06%
29,125
-14,335
225
$1.01M 0.06%
12,493
+945
7 8
9
10 11