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
301
$814K 0.09%
5,751
-390
302
$805K 0.09%
16,259
-978
303
$805K 0.09%
3,265
-185
304
$804K 0.09%
16,053
+1,149
305
$801K 0.09%
7,564
-409
306
$800K 0.09%
7,139
-1,392
307
$799K 0.09%
30,564
-48,177
308
$789K 0.08%
19,771
-19,116
309
$788K 0.08%
49,393
-3,836
310
$786K 0.08%
23,920
-11,349
311
$778K 0.08%
12,799
-5,258
312
$777K 0.08%
6,407
-1,636
313
$772K 0.08%
35,301
-2,130
314
$767K 0.08%
8,084
+2,591
315
$762K 0.08%
16,618
+4,004
316
$757K 0.08%
12,721
+1,476
317
$753K 0.08%
15,910
+10,706
318
$751K 0.08%
5,269
-1,734
319
$751K 0.08%
9,013
-2,364
320
$750K 0.08%
4,497
+1,193
321
$741K 0.08%
11,623
+2,587
322
$741K 0.08%
3,018
-1,527
323
$740K 0.08%
23,486
+4,544
324
$737K 0.08%
19,000
-4,565
325
$733K 0.08%
19,525
+2,298
11 12
13
14 15