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
526
$267K 0.02%
72,569
-14,685
527
$266K 0.02%
12,554
-315
528
$266K 0.02%
5,405
-303
529
$266K 0.02%
6,040
+584
530
$265K 0.02%
24,032
-5,556
531
$264K 0.02%
1,557
+147
532
$263K 0.02%
697
-85
533
$262K 0.02%
11,718
-982
534
$261K 0.02%
+1,126
535
$261K 0.02%
7,409
+733
536
$261K 0.02%
1,568
-503
537
$260K 0.02%
8,934
-1,020
538
$260K 0.02%
1,614
+75
539
$260K 0.02%
5,577
-232
540
$259K 0.02%
4,990
-258
541
$258K 0.02%
7,014
+162
542
$257K 0.02%
+10,920
543
$257K 0.02%
2,816
+541
544
$256K 0.02%
2,983
+327
545
$256K 0.02%
+12,613
546
$254K 0.02%
2,227
-53
547
$254K 0.02%
454
-32
548
$254K 0.02%
17,413
-1,969
549
$253K 0.02%
2,265
-127
550
$253K 0.02%
7,848
-373
20 21
22
23 24