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
276
$665K 0.06%
12,378
-1,554
277
$659K 0.06%
4,254
-773
278
$655K 0.06%
5,469
-745
279
$655K 0.06%
9,392
-5,803
280
$654K 0.06%
88,249
-14,750
281
$653K 0.06%
1,742
+62
282
$651K 0.06%
26,185
-5,735
283
$651K 0.06%
12,085
+375
284
$650K 0.06%
1,480
-171
285
$649K 0.06%
2,148
-311
286
$648K 0.06%
5,680
-312
287
$643K 0.06%
16,581
-610
288
$641K 0.06%
3,760
-321
289
$639K 0.06%
10,833
-695
290
$636K 0.06%
5,359
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291
$631K 0.06%
14,898
-1,653
292
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10,804
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293
$628K 0.06%
8,450
-1,204
294
$627K 0.06%
13,209
-473
295
$625K 0.06%
+37,012
296
$623K 0.05%
104,862
+7,203
297
$623K 0.05%
6,027
-456
298
$620K 0.05%
33,566
+924
299
$619K 0.05%
10,224
-396
300
$615K 0.05%
32,905
+15,715
10 11
12
13 14