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
351
$667K 0.07%
7,456
-1,519
352
$666K 0.07%
+43,325
353
$664K 0.07%
5,241
+996
354
$661K 0.07%
+9,426
355
$661K 0.07%
6,988
+1,379
356
$660K 0.07%
6,553
-1,742
357
$654K 0.07%
12,185
+2,644
358
$653K 0.07%
8,244
-1,675
359
$652K 0.07%
3,997
-849
360
$652K 0.07%
12,985
-6,449
361
$643K 0.07%
2,706
+681
362
$643K 0.07%
93,195
+8,123
363
$639K 0.07%
3,793
-166
364
$635K 0.07%
37,674
-3,448
365
$632K 0.07%
18,349
-1,361
366
$625K 0.07%
30,615
-36,894
367
$625K 0.07%
6,361
+1,445
368
$623K 0.07%
+11,560
369
$622K 0.07%
48,180
+31,054
370
$622K 0.07%
+17,822
371
$621K 0.07%
15,327
-435
372
$617K 0.07%
4,707
-2,954
373
$615K 0.07%
3,129
-99
374
$615K 0.07%
20,369
-2,001
375
$615K 0.07%
11,371
-19,003
13 14
15
16 17