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
676
$204K 0.02%
5,456
-1,789
677
$203K 0.02%
11,402
-321
678
$192K 0.02%
18,350
+2,849
679
$191K 0.02%
13,461
-15,284
680
$190K 0.02%
15,247
-26,242
681
$189K 0.02%
+12,782
682
$184K 0.02%
58,923
-1,414
683
$184K 0.02%
10,162
-497
684
$177K 0.02%
28,659
-377
685
$167K 0.02%
15,001
+497
686
$166K 0.02%
43,504
-10,396
687
$160K 0.02%
10,801
+157
688
$142K 0.02%
11,269
-10,841
689
$139K 0.01%
18,738
-1,576
690
$138K 0.01%
14,256
-23,570
691
$132K 0.01%
+18,901
692
$130K 0.01%
5,487
-8,388
693
$129K 0.01%
+30,154
694
$126K 0.01%
10,515
-442
695
$122K 0.01%
18,113
+6,087
696
$118K 0.01%
13,191
-1,672
697
$113K 0.01%
14,515
+254
698
$108K 0.01%
33,178
+13,107
699
$92.1K 0.01%
20,469
+344
700
$89.7K 0.01%
971
+48
26 27
28
29 30