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
76
$3.18M 0.28%
64,890
-1,055
77
$3.15M 0.28%
43,966
+12,385
78
$3.15M 0.28%
69,520
-5,864
79
$2.9M 0.26%
122,305
-99,774
80
$2.86M 0.25%
35,064
+8,772
81
$2.85M 0.25%
30,243
+931
82
$2.84M 0.25%
48,097
-1,988
83
$2.83M 0.25%
21,106
+30
84
$2.81M 0.25%
13,619
+21
85
$2.77M 0.24%
+21,327
86
$2.76M 0.24%
+6,443
87
$2.76M 0.24%
18,483
+3,060
88
$2.75M 0.24%
22,030
+862
89
$2.72M 0.24%
56,650
-1,867
90
$2.68M 0.24%
50,811
-10,377
91
$2.61M 0.23%
97,107
-1,165
92
$2.58M 0.23%
40,027
-1,684
93
$2.51M 0.22%
692,289
-70,901
94
$2.5M 0.22%
48,200
-4,452
95
$2.5M 0.22%
20,845
+10,222
96
$2.48M 0.22%
34,478
-2,525
97
$2.47M 0.22%
26,720
-300
98
$2.47M 0.22%
97,581
-269,444
99
$2.46M 0.22%
13,957
+2,673
100
$2.46M 0.22%
55,850
-1,407
2 3
4
5 6