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
51
$3.81M 0.41%
26,483
-3,066
52
$3.74M 0.4%
166,275
+101,311
53
$3.62M 0.39%
71,679
+3,523
54
$3.61M 0.39%
47,007
+1,410
55
$3.53M 0.38%
129,786
+1,338
56
$3.37M 0.36%
13,850
+646
57
$3.32M 0.35%
63,301
+5,989
58
$3.31M 0.35%
68,848
-9,558
59
$3.31M 0.35%
128,352
-37,138
60
$3.3M 0.35%
32,501
+1,963
61
$3.27M 0.35%
40,038
-11,870
62
$3.24M 0.35%
13,386
-2,588
63
$3.23M 0.34%
23,307
-1,418
64
$3.22M 0.34%
33,471
-6,380
65
$3.2M 0.34%
71,308
-22,930
66
$3.18M 0.34%
9,443
-2,205
67
$3.18M 0.34%
133,626
-18,798
68
$3.13M 0.33%
22,154
-5,720
69
$3.11M 0.33%
118,131
-7,078
70
$3.01M 0.32%
18,672
-6,013
71
$3M 0.32%
139,706
+51,546
72
$2.98M 0.32%
54,762
+25,336
73
$2.97M 0.32%
71,380
-53,002
74
$2.97M 0.32%
14,939
-2,849
75
$2.91M 0.31%
56,988
-47,498
1 2
3
4 5