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
401
$394K 0.03%
5,225
-32,876
402
$393K 0.03%
6,984
-385
403
$392K 0.03%
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-462
404
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6,370
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405
$391K 0.03%
4,646
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406
$389K 0.03%
7,200
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407
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409
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411
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13,889
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412
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4,445
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413
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7,082
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414
$377K 0.03%
3,091
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415
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4,279
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418
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5,199
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419
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5,220
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420
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11,383
-1,512
421
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23,512
-1,142
422
$372K 0.03%
8,377
-61,206
423
$371K 0.03%
+6,344
424
$368K 0.03%
6,146
-692
425
$367K 0.03%
2,975
+258
15 16
17
18 19