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
301
$614K 0.05%
3,372
+456
302
$613K 0.05%
5,884
+214
303
$611K 0.05%
61,791
-6,090
304
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+8,881
305
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102,920
-23,120
306
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3,712
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307
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308
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309
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310
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312
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7,514
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313
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314
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14,842
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315
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13,705
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4,189
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318
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11,286
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319
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21,943
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320
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10,160
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321
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95,092
-13,012
322
$549K 0.05%
19,264
-2,441
323
$547K 0.05%
8,925
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324
$545K 0.05%
16,011
-4,660
325
$540K 0.05%
4,060
-225
11 12
13
14 15