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
601
$280K 0.03%
1,942
-138
602
$278K 0.03%
13,471
-2,114
603
$278K 0.03%
1,648
-173
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$276K 0.03%
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605
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3,403
+1,033
606
$272K 0.03%
6,977
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607
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1,261
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608
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14,383
-36,735
609
$268K 0.03%
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610
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611
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3,321
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612
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28,866
-16,922
613
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614
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615
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616
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2,204
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14,586
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620
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4,285
+252
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622
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5,277
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623
$255K 0.03%
+2,286
624
$255K 0.03%
+9,575
625
$252K 0.03%
7,928
-972
23 24
25
26 27