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
601
$218K 0.02%
+1,954
602
$217K 0.02%
2,554
-182
603
$216K 0.02%
11,544
-671
604
$213K 0.02%
4,935
-415
605
$213K 0.02%
13,543
-1,773
606
$210K 0.02%
842
-77
607
$210K 0.02%
9,056
-7,412
608
$207K 0.02%
35,552
-8,340
609
$207K 0.02%
21,098
+5,654
610
$206K 0.02%
4,578
-230
611
$206K 0.02%
+1,424
612
$206K 0.02%
+5,068
613
$206K 0.02%
24,009
+7,164
614
$203K 0.02%
+4,276
615
$203K 0.02%
15,691
+1,258
616
$202K 0.02%
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617
$202K 0.02%
13,618
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618
$201K 0.02%
+38,793
619
$200K 0.02%
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620
$198K 0.02%
29,373
-13,487
621
$196K 0.02%
13,515
-5,742
622
$172K 0.02%
36,914
-11,301
623
$171K 0.02%
12,906
-892
624
$163K 0.01%
4,324
-423
625
$162K 0.01%
69,725
-6,044
23 24
25
26 27