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
$1.14B
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$26.9M
3
+$24.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$7.85M

Top Sells

1
+$99.4M
2
+$27.2M
3
+$21.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$20.2M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.29M

Sector Composition

1 Technology 8.67%
2 Healthcare 7.89%
3 Financials 5.94%
4 Industrials 4.65%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$752K 0.07%
19,668
+1,047
252
$747K 0.07%
27,857
-1,853
253
$746K 0.07%
+21,212
254
$745K 0.07%
+169,268
255
$741K 0.07%
4,451
+162
256
$736K 0.06%
53,771
+2,656
257
$734K 0.06%
4,969
+1,224
258
$730K 0.06%
11,422
-1,385
259
$726K 0.06%
24,782
-1,818
260
$726K 0.06%
20,842
-11,525
261
$725K 0.06%
13,480
-2,202
262
$717K 0.06%
3,049
-170
263
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28,242
-2,500
264
$710K 0.06%
61,083
-11,373
265
$704K 0.06%
41,134
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29,496
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4,899
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270
$696K 0.06%
2,621
-239
271
$696K 0.06%
16,902
-2,025
272
$690K 0.06%
32,111
-3,859
273
$681K 0.06%
22,149
-220,944
274
$678K 0.06%
16,396
-3,624
275
$674K 0.06%
3,178
-790
9 10
11
12 13