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
326
$733K 0.08%
2,090
-2,203
327
$732K 0.08%
29,714
-48,413
328
$730K 0.08%
13,892
-1,219
329
$730K 0.08%
13,027
+9,814
330
$725K 0.08%
13,866
+598
331
$722K 0.08%
3,587
-657
332
$719K 0.08%
18,832
+1,712
333
$718K 0.08%
1,819
-516
334
$717K 0.08%
+25,959
335
$716K 0.08%
3,212
-299
336
$714K 0.08%
4,799
-2,061
337
$712K 0.08%
5,977
-139
338
$700K 0.07%
9,017
-3,293
339
$697K 0.07%
+13,702
340
$696K 0.07%
6,408
-235
341
$694K 0.07%
23,047
+1,021
342
$693K 0.07%
59,299
-19,273
343
$690K 0.07%
13,471
+850
344
$685K 0.07%
19,150
-1,185
345
$684K 0.07%
335,057
-387,857
346
$680K 0.07%
10,802
+2,813
347
$677K 0.07%
3,758
-331
348
$675K 0.07%
38,060
-50,270
349
$673K 0.07%
+30,150
350
$672K 0.07%
45,914
-1,960
12 13
14
15 16