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
501
$432K 0.05%
5,247
+910
502
$428K 0.05%
2,312
-361
503
$428K 0.05%
+30,613
504
$426K 0.05%
+9,432
505
$423K 0.05%
4,631
-475
506
$422K 0.05%
4,383
-3,272
507
$418K 0.04%
5,503
-350
508
$415K 0.04%
2,715
+450
509
$410K 0.04%
8,655
-2,712
510
$410K 0.04%
644
-958
511
$409K 0.04%
5,047
-8,453
512
$409K 0.04%
+4,284
513
$408K 0.04%
6,165
-243
514
$406K 0.04%
4,324
+2,154
515
$404K 0.04%
4,864
+230
516
$404K 0.04%
17,524
-1,079
517
$404K 0.04%
8,316
+1,998
518
$403K 0.04%
9,042
-9,219
519
$401K 0.04%
+5,695
520
$401K 0.04%
19,624
-449
521
$399K 0.04%
1,988
+1,249
522
$398K 0.04%
10,042
+2,343
523
$394K 0.04%
+30,697
524
$394K 0.04%
4,806
-2,465
525
$393K 0.04%
28,485
-2,347
19 20
21
22 23