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
651
$232K 0.02%
9,199
-688
652
$230K 0.02%
3,581
+142
653
$230K 0.02%
3,682
-6,496
654
$229K 0.02%
9,696
-720
655
$228K 0.02%
4,399
+223
656
$227K 0.02%
9,768
-713
657
$227K 0.02%
9,608
-720
658
$225K 0.02%
10,782
+1,363
659
$225K 0.02%
3,596
-69
660
$224K 0.02%
4,874
-75
661
$221K 0.02%
5,530
+444
662
$221K 0.02%
+7,278
663
$218K 0.02%
3,975
+101
664
$217K 0.02%
2,401
-8,089
665
$217K 0.02%
1,292
+8
666
$217K 0.02%
10,089
-1,472
667
$215K 0.02%
4,796
-158
668
$214K 0.02%
2,792
-203
669
$214K 0.02%
+4,135
670
$211K 0.02%
+3,093
671
$210K 0.02%
438
-422
672
$209K 0.02%
3,157
+77
673
$207K 0.02%
1,921
-751
674
$207K 0.02%
4,578
-534
675
$206K 0.02%
+3,117
25 26
27
28 29