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
376
$613K 0.07%
6,353
-83,916
377
$613K 0.07%
7,659
-169
378
$610K 0.07%
17,999
+12,124
379
$609K 0.07%
+7,019
380
$608K 0.06%
2,581
-661
381
$608K 0.06%
5,122
-505
382
$606K 0.06%
15,602
-1,547
383
$605K 0.06%
115,732
+50,004
384
$605K 0.06%
13,934
-926
385
$604K 0.06%
2,485
+584
386
$603K 0.06%
3,310
+293
387
$602K 0.06%
32,121
+7,854
388
$601K 0.06%
38,340
+28,200
389
$601K 0.06%
4,592
-749
390
$598K 0.06%
2,670
+743
391
$598K 0.06%
6,231
+1,083
392
$596K 0.06%
28,112
-3,477
393
$594K 0.06%
9,037
-137
394
$592K 0.06%
5,211
+1,790
395
$588K 0.06%
19,250
+8,063
396
$587K 0.06%
127,383
-195,330
397
$587K 0.06%
12,313
-1,216
398
$586K 0.06%
27,982
-3,484
399
$585K 0.06%
6,856
-680
400
$585K 0.06%
2,253
+1,120
14 15
16
17 18