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
426
$543K 0.06%
6,594
-7,152
427
$542K 0.06%
6,535
-151
428
$541K 0.06%
11,773
+7,589
429
$539K 0.06%
6,751
+781
430
$536K 0.06%
15,793
-1,205
431
$535K 0.06%
2,626
-40
432
$535K 0.06%
+27,052
433
$533K 0.06%
5,665
+3,274
434
$532K 0.06%
11,644
+803
435
$532K 0.06%
1,379
-200
436
$531K 0.06%
25,045
-6,071
437
$531K 0.06%
2,623
-1,491
438
$530K 0.06%
+3,328
439
$529K 0.06%
8,381
-1,723
440
$527K 0.06%
5,317
-11,814
441
$527K 0.06%
+18,683
442
$525K 0.06%
7,932
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443
$524K 0.06%
8,254
-78
444
$523K 0.06%
9,785
+448
445
$522K 0.06%
19,065
+1,603
446
$520K 0.06%
17,660
-2,107
447
$512K 0.05%
3,416
-16
448
$512K 0.05%
4,314
-1,238
449
$509K 0.05%
6,500
-2,672
450
$507K 0.05%
7,428
+1,574
16 17
18
19 20