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
551
$252K 0.02%
3,511
+24
552
$252K 0.02%
1,859
-2,259
553
$252K 0.02%
5,277
-1,550
554
$252K 0.02%
1,759
-238
555
$251K 0.02%
3,325
+217
556
$251K 0.02%
8,595
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557
$251K 0.02%
2,336
-2,175
558
$251K 0.02%
4,997
-597
559
$250K 0.02%
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560
$250K 0.02%
6,946
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561
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562
$249K 0.02%
+6,932
563
$249K 0.02%
41,179
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564
$248K 0.02%
+2,154
565
$248K 0.02%
2,321
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566
$248K 0.02%
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6,234
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570
$245K 0.02%
23,727
-49,287
571
$243K 0.02%
+2,170
572
$242K 0.02%
305
-454
573
$242K 0.02%
2,120
-17
574
$241K 0.02%
6,353
-543
575
$241K 0.02%
3,067
-166
21 22
23
24 25