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
701
$89.4K 0.01%
+29,022
702
$88.7K 0.01%
13,099
+215
703
$80.5K 0.01%
12,400
+586
704
$72.9K 0.01%
+46,912
705
$71.3K 0.01%
12,078
-996
706
$64.7K 0.01%
16,505
+1,640
707
$60.2K 0.01%
11,272
-72,119
708
$56.2K 0.01%
+2,820
709
$55K 0.01%
22,006
-1,165
710
$53.6K 0.01%
10,434
-1,065
711
$51.9K 0.01%
2,499
+551
712
$50.4K 0.01%
+15,458
713
$37.7K ﹤0.01%
+10,684
714
$32.2K ﹤0.01%
4,960
+4,257
715
$31.9K ﹤0.01%
6,664
-12
716
$30.5K ﹤0.01%
776
-36
717
$30.2K ﹤0.01%
+10,771
718
$25.6K ﹤0.01%
10,495
-2,699
719
$23.3K ﹤0.01%
15,019
-1,346
720
$20.4K ﹤0.01%
+24
721
$20.3K ﹤0.01%
29,844
-21,814
722
$20.1K ﹤0.01%
+11,051
723
$19.2K ﹤0.01%
1,861
-25
724
$17.7K ﹤0.01%
+1,802
725
$16.4K ﹤0.01%
1,426
-40
27 28
29
30 31