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
201
$1.61M 0.08%
14,558
+1,333
202
$1.6M 0.08%
855,411
-16,101
203
$1.59M 0.08%
36,260
+2,538
204
$1.59M 0.08%
9,008
-770
205
$1.59M 0.08%
15,816
+1,785
206
$1.58M 0.08%
26,592
-3,061
207
$1.58M 0.08%
14,685
-43
208
$1.56M 0.08%
57,306
+19,405
209
$1.55M 0.08%
15,838
+4,775
210
$1.54M 0.08%
12,205
-673
211
$1.54M 0.08%
30,327
-346
212
$1.54M 0.08%
81,055
+8,307
213
$1.54M 0.08%
10,043
-114
214
$1.53M 0.08%
10,501
+846
215
$1.53M 0.08%
32,395
-15,027
216
$1.53M 0.08%
13,532
+855
217
$1.53M 0.08%
19,648
+1,624
218
$1.53M 0.08%
50,525
-5,406
219
$1.51M 0.08%
27,809
-10,233
220
$1.51M 0.08%
45,264
+504
221
$1.5M 0.08%
18,524
-11,249
222
$1.5M 0.08%
10,206
+3,712
223
$1.5M 0.08%
25,172
+969
224
$1.5M 0.08%
33,811
-3,784
225
$1.49M 0.08%
78,754
+27,384
7 8
9
10 11