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
$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
51
$4.58M 0.4%
70,525
+3,455
52
$4.45M 0.39%
55,664
+2,161
53
$4.39M 0.39%
39,552
+1,698
54
$4.37M 0.39%
18,143
-1,440
55
$4.31M 0.38%
317,145
-13,360
56
$4.16M 0.37%
19,813
+1,973
57
$4.13M 0.36%
7,231
-245
58
$4.12M 0.36%
92,775
+18,575
59
$4.03M 0.35%
115,357
-2,447
60
$4.01M 0.35%
19,053
+1,758
61
$3.93M 0.35%
88,275
+79,022
62
$3.9M 0.34%
12,020
+196
63
$3.79M 0.33%
100,962
+35,535
64
$3.69M 0.33%
67,407
-3,292
65
$3.66M 0.32%
+83,079
66
$3.66M 0.32%
28,518
+24
67
$3.55M 0.31%
+214,476
68
$3.55M 0.31%
24,324
+605
69
$3.44M 0.3%
41,102
-1,041
70
$3.42M 0.3%
129,328
-6,301
71
$3.42M 0.3%
18,193
+2,197
72
$3.41M 0.3%
51,849
-2,077
73
$3.36M 0.3%
26,973
+2,741
74
$3.33M 0.29%
+51,599
75
$3.22M 0.28%
44,442
+19,727
1 2
3
4 5