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
551
$356K 0.04%
9,814
+312
552
$355K 0.04%
1,837
-68
553
$355K 0.04%
15,269
-1,034
554
$354K 0.04%
21,270
-85
555
$353K 0.04%
5,813
+2,887
556
$353K 0.04%
+755
557
$352K 0.04%
1,256
+87
558
$351K 0.04%
4,587
+1,114
559
$350K 0.04%
7,931
+1,339
560
$345K 0.04%
5,494
-3,967
561
$344K 0.04%
103,183
-4,888
562
$343K 0.04%
5,503
+465
563
$340K 0.04%
+12,506
564
$339K 0.04%
+4,744
565
$337K 0.04%
1,929
-3,138
566
$333K 0.04%
18,336
-4,277
567
$333K 0.04%
4,702
-8,372
568
$329K 0.04%
4,626
-228
569
$325K 0.03%
9,409
-15
570
$324K 0.03%
2,572
-921
571
$322K 0.03%
1,076
+141
572
$322K 0.03%
5,185
-9,040
573
$321K 0.03%
+6,218
574
$319K 0.03%
5,645
-9,835
575
$319K 0.03%
+17,402
21 22
23
24 25