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
626
$252K 0.03%
6,164
-217
627
$252K 0.03%
+5,552
628
$251K 0.03%
9,765
-30,989
629
$250K 0.03%
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630
$249K 0.03%
905
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631
$248K 0.03%
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632
$247K 0.03%
11,201
-1,357
633
$247K 0.03%
+3,374
634
$245K 0.03%
20,658
-1,222
635
$244K 0.03%
4,398
+2
636
$244K 0.03%
2,765
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637
$243K 0.03%
955
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638
$243K 0.03%
9,928
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639
$241K 0.03%
4,415
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640
$240K 0.03%
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$239K 0.03%
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$237K 0.03%
10,315
-1,236
647
$236K 0.03%
3,793
+321
648
$234K 0.03%
9,235
-696
649
$232K 0.02%
2,915
-4,072
650
$232K 0.02%
4,636
-263
24 25
26
27 28