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
626
$157K 0.01%
+13,079
627
$148K 0.01%
38,070
+24,790
628
$148K 0.01%
+11,928
629
$147K 0.01%
10,981
-1,141
630
$142K 0.01%
10,275
-2,549
631
$142K 0.01%
+32,179
632
$140K 0.01%
12,880
-864
633
$138K 0.01%
3,664
-264
634
$137K 0.01%
12,395
-5,567
635
$137K 0.01%
21,328
+2,873
636
$137K 0.01%
16,935
-1,310
637
$134K 0.01%
38,829
-30,349
638
$134K 0.01%
20,698
-29
639
$127K 0.01%
20,000
-1,802
640
$122K 0.01%
10,404
-1,743
641
$119K 0.01%
16,947
-1,564
642
$114K 0.01%
27,836
-46,828
643
$107K 0.01%
102,309
-12,575
644
$103K 0.01%
18,881
-1,297
645
$101K 0.01%
10,636
-1,297
646
$99K 0.01%
10,433
-918
647
$98K 0.01%
+65,053
648
$97K 0.01%
20,711
-1,923
649
$87K 0.01%
21,884
-2,087
650
$79K 0.01%
20,773
-4,535
24 25
26
27 28