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
276
$918K 0.1%
12,478
-823
277
$916K 0.1%
17,341
-715
278
$906K 0.1%
6,707
-953
279
$906K 0.1%
7,702
+908
280
$902K 0.1%
3,220
-1,418
281
$897K 0.1%
16,284
+2,649
282
$895K 0.1%
3,627
-1,508
283
$894K 0.1%
13,528
-247
284
$893K 0.1%
8,160
-5,460
285
$886K 0.09%
27,015
+1,986
286
$884K 0.09%
28,397
-5,492
287
$867K 0.09%
31,900
-17,364
288
$859K 0.09%
3,822
-435
289
$858K 0.09%
4,356
-2,208
290
$856K 0.09%
37,444
-2,253
291
$848K 0.09%
5,674
-199
292
$844K 0.09%
+52,049
293
$844K 0.09%
19,800
-1,250
294
$836K 0.09%
14,203
+264
295
$834K 0.09%
11,337
+2,414
296
$823K 0.09%
5,066
-1,217
297
$822K 0.09%
9,715
-1,942
298
$821K 0.09%
32,325
+7,471
299
$817K 0.09%
10,689
+2,212
300
$815K 0.09%
53,770
+17,460
10 11
12
13 14