FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
651
$77K 0.01%
15,890
-1,584
652
$73K 0.01%
30,147
-15,370
653
$70K 0.01%
11,310
-2,672
654
$68K 0.01%
18,273
-1,704
655
$62K 0.01%
11,132
-1,082
656
$60K 0.01%
22,289
-13,265
657
$56K ﹤0.01%
13,175
-1,106
658
$47K ﹤0.01%
10,820
-37
659
$46K ﹤0.01%
1,418
-34
660
$43K ﹤0.01%
24,650
-3,133
661
$29K ﹤0.01%
10,025
-6,211
662
$27K ﹤0.01%
+1,152
663
$16K ﹤0.01%
10,240
-9,785
664
– –
-15,279
665
– –
-2,717
666
– –
-3,832
667
– –
-2,694
668
– –
-11,708
669
– –
-2,815
670
– –
-27,843
671
– –
-11,644
672
– –
-2,229
673
– –
-7,315
674
– –
-8,975
675
– –
-3,816
25 26
27
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