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
726
$14.3K ﹤0.01%
10,488
-219
727
$1.79K ﹤0.01%
6
-1
728
$1.72K ﹤0.01%
565
-43
729
– –
-2,883
730
– –
-771
731
– –
-10,059
732
– –
-14,213
733
– –
-33,043
734
– –
-6,452
735
– –
-27,271
736
$0 ﹤0.01%
17,052
-168
737
– –
-18,811
738
– –
-1,278
739
– –
-19,927
740
– –
-17,640
741
– –
-2,496
742
– –
-8,972
743
– –
-8,556
744
– –
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745
– –
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746
– –
-10,200
747
– –
-4,171
748
– –
-10,976
749
– –
-32,656
750
– –
-2,083
28 29
30
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