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
426
$366K 0.03%
7,186
-337
427
$366K 0.03%
3,129
-458
428
$364K 0.03%
2,895
-172
429
$363K 0.03%
+4,482
430
$363K 0.03%
+6,236
431
$363K 0.03%
3,706
-37
432
$362K 0.03%
+1,477
433
$361K 0.03%
7,256
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434
$361K 0.03%
22,628
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435
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+8,916
436
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+8,142
437
$359K 0.03%
+3,394
438
$358K 0.03%
+7,680
439
$358K 0.03%
7,527
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440
$358K 0.03%
3,278
-15,530
441
$356K 0.03%
4,369
-12,629
442
$356K 0.03%
1,078
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443
$355K 0.03%
10,883
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444
$354K 0.03%
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445
$354K 0.03%
11,236
-2,161
446
$354K 0.03%
6,760
-312
447
$351K 0.03%
7,800
+638
448
$349K 0.03%
8,768
+90
449
$349K 0.03%
15,433
-1,960
450
$346K 0.03%
9,144
-2,089
16 17
18
19 20