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
1
$286M 18.34%
2,262,030
+28,388
2
$54.7M 3.51%
1,071,241
-11,854
3
$47.5M 3.04%
440,213
+5,546
4
$31.8M 2.04%
364,987
+87,658
5
$28.5M 1.83%
131,852
+130,542
6
$28.4M 1.82%
+651,334
7
$28.2M 1.81%
+476,563
8
$28.1M 1.8%
+1,099,078
9
$24M 1.54%
262,397
+14,248
10
$22.5M 1.44%
203,919
+16,542
11
$19.9M 1.28%
161,783
+51,456
12
$17.9M 1.15%
585,824
+37,708
13
$15.4M 0.99%
191,395
+34,237
14
$14.7M 0.94%
167,214
+27,996
15
$14M 0.9%
161,584
-758,883
16
$11.7M 0.75%
85,072
+33,574
17
$10.6M 0.68%
1,861,286
-12,833
18
$10.4M 0.67%
122,384
+16,705
19
$9.91M 0.64%
375,538
-29,824
20
$9.3M 0.6%
1,257,190
-9,816
21
$9.05M 0.58%
313,658
+9,584
22
$9.02M 0.58%
81,706
-8,333
23
$8.94M 0.57%
183,000
+18,003
24
$8.19M 0.52%
449,891
+25,911
25
$6.69M 0.43%
236,620
+13,696
1
2 3 4 5