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
501
$284K 0.03%
5,147
+102
502
$282K 0.02%
6,601
-2,101
503
$282K 0.02%
6,352
-432
504
$281K 0.02%
8,370
-690
505
$280K 0.02%
8,184
+137
506
$279K 0.02%
17,270
-1,333
507
$279K 0.02%
+2,088
508
$279K 0.02%
85,858
-8,017
509
$277K 0.02%
14,872
-3,508
510
$277K 0.02%
2,272
-63
511
$275K 0.02%
1,632
-221
512
$275K 0.02%
4,333
-1,363
513
$275K 0.02%
5,864
-319
514
$274K 0.02%
3,129
-141
515
$274K 0.02%
6,045
-4,961
516
$273K 0.02%
2,249
-287
517
$273K 0.02%
6,497
-354
518
$272K 0.02%
3,835
-205
519
$271K 0.02%
14,911
+232
520
$271K 0.02%
2,311
+77
521
$270K 0.02%
6,657
-1,876
522
$270K 0.02%
3,490
-871
523
$269K 0.02%
4,475
-1,361
524
$268K 0.02%
9,262
-1,118
525
$268K 0.02%
11,745
-2,817
19 20
21
22 23