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
76
$2.9M 0.31%
26,256
+2,940
77
$2.89M 0.31%
68,518
-3,392
78
$2.84M 0.3%
61,618
-48,509
79
$2.8M 0.3%
84,465
-9,220
80
$2.71M 0.29%
45,585
+28,955
81
$2.7M 0.29%
5,676
-238
82
$2.64M 0.28%
29,437
+2,571
83
$2.62M 0.28%
6,098
+1,227
84
$2.59M 0.28%
24,356
+1,636
85
$2.57M 0.27%
+28,515
86
$2.56M 0.27%
21,775
+9,477
87
$2.56M 0.27%
14,796
-6,102
88
$2.54M 0.27%
32,686
+12,113
89
$2.53M 0.27%
17,465
+3,197
90
$2.51M 0.27%
21,537
+16,524
91
$2.49M 0.27%
27,205
-8,695
92
$2.47M 0.26%
158,870
+7,412
93
$2.46M 0.26%
11,716
+1,475
94
$2.4M 0.26%
27,880
+5,263
95
$2.37M 0.25%
53,175
-6,555
96
$2.36M 0.25%
55,449
+4,313
97
$2.36M 0.25%
7,384
+721
98
$2.35M 0.25%
66,001
-12,351
99
$2.33M 0.25%
74,620
-5,925
100
$2.28M 0.24%
13,640
-606
2 3
4
5 6