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
576
$241K 0.02%
2,392
-359
577
$240K 0.02%
43,068
-3,584
578
$240K 0.02%
2,637
-514
579
$238K 0.02%
4,445
-256
580
$238K 0.02%
2,571
-3,085
581
$237K 0.02%
+4,158
582
$236K 0.02%
9,094
-1,544
583
$235K 0.02%
3,978
-2,101
584
$235K 0.02%
5,627
-1,308
585
$234K 0.02%
+1,341
586
$233K 0.02%
+3,382
587
$232K 0.02%
11,620
+764
588
$231K 0.02%
6,623
-937
589
$229K 0.02%
3,978
+5
590
$227K 0.02%
2,685
-57
591
$226K 0.02%
2,041
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592
$226K 0.02%
2,785
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593
$225K 0.02%
2,489
-2,206
594
$225K 0.02%
4,372
-57
595
$224K 0.02%
+2,173
596
$224K 0.02%
6,209
+338
597
$223K 0.02%
+22,773
598
$223K 0.02%
1,571
-342
599
$221K 0.02%
5,316
+370
600
$219K 0.02%
8,409
-736
22 23
24
25 26