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
576
$316K 0.03%
6,125
+1,134
577
$314K 0.03%
+10,960
578
$314K 0.03%
9,153
-8,736
579
$313K 0.03%
4,385
-539
580
$310K 0.03%
79,790
-3,349
581
$308K 0.03%
9,928
-664
582
$307K 0.03%
+16,562
583
$307K 0.03%
4,078
+140
584
$305K 0.03%
12,830
-357
585
$305K 0.03%
11,700
-2,300
586
$303K 0.03%
2,539
+110
587
$303K 0.03%
2,849
-41
588
$301K 0.03%
+70,255
589
$301K 0.03%
2,650
-1,030
590
$298K 0.03%
+2,750
591
$297K 0.03%
17,630
-29,450
592
$293K 0.03%
6,187
-936
593
$293K 0.03%
761
-669
594
$290K 0.03%
31,434
-52,236
595
$290K 0.03%
14,080
-1,531
596
$289K 0.03%
6,193
+2,122
597
$288K 0.03%
16,529
-797
598
$288K 0.03%
8,038
+174
599
$286K 0.03%
5,289
-899
600
$283K 0.03%
+1,795
22 23
24
25 26