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
26
$6.78M 0.6%
29,934
+3,253
27
$6.73M 0.59%
57,702
-173,583
28
$6.33M 0.56%
57,449
-15,609
29
$5.96M 0.52%
127,915
+61,107
30
$5.96M 0.52%
59,356
-278
31
$5.89M 0.52%
51,396
-1,606
32
$5.86M 0.52%
37,133
+256
33
$5.71M 0.5%
87,040
-18,798
34
$5.7M 0.5%
2,775
+570
35
$5.66M 0.5%
195,204
-22,186
36
$5.63M 0.5%
87,704
+22,275
37
$5.59M 0.49%
55,548
-5,972
38
$5.5M 0.48%
107,834
-12,009
39
$5.5M 0.48%
111,665
-13,611
40
$5.49M 0.48%
142,296
-4,272
41
$5.49M 0.48%
199,706
-2,228
42
$5.44M 0.48%
99,604
-8,779
43
$5.42M 0.48%
237,508
+104,725
44
$5.37M 0.47%
80,160
-220
45
$5.34M 0.47%
46,209
+9,345
46
$5.22M 0.46%
47,246
-4,062
47
$5.09M 0.45%
187,548
+49,441
48
$5.02M 0.44%
142,478
+1,424
49
$4.88M 0.43%
23,619
-540
50
$4.82M 0.42%
18,674
+102
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