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
526
$392K 0.04%
2,525
+477
527
$392K 0.04%
11,021
+915
528
$392K 0.04%
+36,448
529
$390K 0.04%
5,125
+2,024
530
$389K 0.04%
6,977
-12,229
531
$388K 0.04%
2,813
-644
532
$387K 0.04%
+6,716
533
$382K 0.04%
2,984
-468
534
$380K 0.04%
+7,832
535
$379K 0.04%
4,863
-25,652
536
$376K 0.04%
3,428
-14
537
$374K 0.04%
11,305
+1,312
538
$373K 0.04%
21,284
-832
539
$371K 0.04%
4,947
-232
540
$371K 0.04%
965
+6
541
$369K 0.04%
1,890
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542
$368K 0.04%
1,343
-1,045
543
$367K 0.04%
5,249
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544
$365K 0.04%
21,758
-11,407
545
$364K 0.04%
15,616
-839
546
$363K 0.04%
10,450
+149
547
$363K 0.04%
7,982
-14,035
548
$358K 0.04%
7,300
-863
549
$358K 0.04%
27,004
+3,000
550
$357K 0.04%
14,261
+2,250
20 21
22
23 24