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
451
$507K 0.05%
6,072
-1,456
452
$507K 0.05%
2,899
+1,025
453
$506K 0.05%
4,457
+1,159
454
$502K 0.05%
9,633
-14,380
455
$497K 0.05%
9,780
-2,475
456
$496K 0.05%
+25,483
457
$495K 0.05%
14,308
-795
458
$495K 0.05%
2,071
-476
459
$487K 0.05%
13,087
-10,693
460
$485K 0.05%
5,288
+314
461
$483K 0.05%
2,341
-1,251
462
$482K 0.05%
16,509
-780
463
$481K 0.05%
3,544
+1,442
464
$479K 0.05%
4,573
+312
465
$477K 0.05%
9,237
+418
466
$477K 0.05%
12,178
-2,083
467
$477K 0.05%
12,278
+2,996
468
$476K 0.05%
6,776
-3,807
469
$475K 0.05%
4,251
-1,554
470
$474K 0.05%
+12,344
471
$472K 0.05%
4,779
+548
472
$469K 0.05%
21,357
+4,531
473
$469K 0.05%
22,360
-31,992
474
$468K 0.05%
+40,345
475
$466K 0.05%
+19,216
17 18
19
20 21