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
401
$585K 0.06%
19,223
+4,903
402
$583K 0.06%
8,412
+352
403
$582K 0.06%
+13,439
404
$579K 0.06%
15,483
+2,685
405
$577K 0.06%
2,191
+342
406
$574K 0.06%
8,288
+857
407
$570K 0.06%
1,181
+18
408
$569K 0.06%
10,296
-162
409
$569K 0.06%
12,314
-827
410
$569K 0.06%
27,418
-3,398
411
$567K 0.06%
2,543
+851
412
$567K 0.06%
6,988
-266
413
$565K 0.06%
16,902
+4,381
414
$561K 0.06%
6,203
+3,542
415
$560K 0.06%
7,023
+1,497
416
$558K 0.06%
27,312
-3,382
417
$557K 0.06%
16,622
-11,964
418
$555K 0.06%
209,210
-76,860
419
$555K 0.06%
3,096
-144
420
$555K 0.06%
+8,952
421
$553K 0.06%
5,579
+2,965
422
$548K 0.06%
17,417
-38,054
423
$547K 0.06%
21,932
-2,722
424
$546K 0.06%
3,500
-96
425
$544K 0.06%
28,217
-3,488
15 16
17
18 19