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
476
$465K 0.05%
6,505
-23,010
477
$464K 0.05%
4,915
+1,547
478
$463K 0.05%
2,648
-1,023
479
$463K 0.05%
11,309
-17,675
480
$460K 0.05%
23,726
+4,163
481
$460K 0.05%
+1,309
482
$459K 0.05%
15,509
-745
483
$458K 0.05%
6,554
+1,764
484
$457K 0.05%
7,767
+205
485
$457K 0.05%
5,017
+1,294
486
$456K 0.05%
10,634
+826
487
$453K 0.05%
9,311
-1,016
488
$452K 0.05%
5,080
-1,929
489
$449K 0.05%
6,000
+1,386
490
$447K 0.05%
3,845
+145
491
$447K 0.05%
5,369
-836
492
$445K 0.05%
+50,964
493
$445K 0.05%
3,973
+538
494
$444K 0.05%
13,107
+175
495
$444K 0.05%
+5,469
496
$444K 0.05%
2,417
-3,783
497
$443K 0.05%
15,196
-4,436
498
$442K 0.05%
19,598
+5,653
499
$437K 0.05%
2,449
+99
500
$434K 0.05%
+9,203
18 19
20
21 22