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
251
$1.03M 0.11%
3,160
-75
252
$1.02M 0.11%
+1,555
253
$1.02M 0.11%
33,024
-923
254
$1.01M 0.11%
33,093
+51
255
$1.01M 0.11%
13,905
+2,012
256
$1.01M 0.11%
83,999
+24,524
257
$1.01M 0.11%
2,751
+184
258
$994K 0.11%
10,724
-418
259
$986K 0.11%
79,873
-11,916
260
$984K 0.11%
5,391
-1,951
261
$976K 0.1%
3,579
-926
262
$970K 0.1%
18,536
-1,132
263
$969K 0.1%
3,466
+816
264
$966K 0.1%
135,721
+99,224
265
$962K 0.1%
32,891
-1,394
266
$957K 0.1%
55,441
-7,300
267
$957K 0.1%
8,367
+2,375
268
$956K 0.1%
3,484
-1,527
269
$955K 0.1%
18,145
-29,525
270
$954K 0.1%
10,108
-1,703
271
$945K 0.1%
14,403
-23,222
272
$933K 0.1%
6,121
+3,668
273
$931K 0.1%
34,952
+13,698
274
$929K 0.1%
36,041
-4,562
275
$928K 0.1%
18,440
+8,437
9 10
11
12 13