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
451
$336K 0.03%
5,451
-564
452
$336K 0.03%
7,444
+283
453
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6,580
+1,792
454
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3,046
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456
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2,272
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457
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459
$330K 0.03%
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460
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2,500
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462
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-691
463
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20,224
-4,924
464
$324K 0.03%
3,664
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28,382
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468
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470
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471
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6,297
-1,460
472
$319K 0.03%
7,924
-1,808
473
$317K 0.03%
7,873
+117
474
$314K 0.03%
5,572
-147
475
$314K 0.03%
22,840
-32,747
17 18
19
20 21