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
$937M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.85M
3
+$4.17M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$2.57M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.39M

Top Sells

1
+$8.1M
2
+$7.72M
3
+$7.32M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.43M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$2.24M

Sector Composition

1 Technology 10.56%
2 Healthcare 8.13%
3 Financials 6.97%
4 Industrials 5.44%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.13%
11,281
+437
227
$1.2M 0.13%
42,195
+7,452
228
$1.19M 0.13%
+131,370
229
$1.19M 0.13%
+51,619
230
$1.19M 0.13%
10,098
-3,105
231
$1.19M 0.13%
10,527
+123
232
$1.17M 0.13%
11,484
+1,981
233
$1.17M 0.12%
1,971
-141
234
$1.16M 0.12%
60,772
+36,740
235
$1.15M 0.12%
+86,680
236
$1.14M 0.12%
+14,326
237
$1.13M 0.12%
13,800
-5,872
238
$1.11M 0.12%
103,795
-22,077
239
$1.11M 0.12%
17,491
-670
240
$1.1M 0.12%
6,689
+406
241
$1.1M 0.12%
1,807
+74
242
$1.1M 0.12%
74,058
-4,616
243
$1.09M 0.12%
22,350
+4,210
244
$1.08M 0.12%
51,831
-35,858
245
$1.08M 0.12%
+81,732
246
$1.08M 0.12%
12,352
+296
247
$1.06M 0.11%
20,638
+15,719
248
$1.06M 0.11%
22,981
+3,168
249
$1.05M 0.11%
50,071
+9,516
250
$1.05M 0.11%
12,302
-289
8 9
10
11 12