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
26
$5.3M 0.57%
215,658
-62,390
27
$5.23M 0.56%
68,612
-4,428
28
$5.12M 0.55%
19,929
+2,562
29
$5.08M 0.54%
137,849
+10,503
30
$5.01M 0.53%
9,217
-2,750
31
$5M 0.53%
100,326
-10,258
32
$4.98M 0.53%
60,180
-690
33
$4.97M 0.53%
217,944
-17,342
34
$4.93M 0.53%
64,060
-10,810
35
$4.89M 0.52%
100,929
-13,130
36
$4.85M 0.52%
268,650
-70,115
37
$4.7M 0.5%
42,724
-10,861
38
$4.54M 0.48%
11,007
-2,619
39
$4.52M 0.48%
16,561
-2,732
40
$4.46M 0.48%
43,632
-6,059
41
$4.46M 0.48%
90,014
+915
42
$4.42M 0.47%
137,795
-7,765
43
$4.39M 0.47%
55,128
-7,406
44
$4.38M 0.47%
152,830
-8,190
45
$4.32M 0.46%
120,933
-8,106
46
$4.14M 0.44%
87,634
-2,768
47
$4.09M 0.44%
85,470
-12,000
48
$4.03M 0.43%
18,234
-1,120
49
$4.03M 0.43%
28,535
-2,820
50
$4.03M 0.43%
147,077
-25,742
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