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
101
$2.45M 0.22%
45,611
+6,910
102
$2.44M 0.22%
278,101
-6,215
103
$2.36M 0.21%
15,218
-324
104
$2.33M 0.21%
53,584
-3,851
105
$2.32M 0.2%
49,273
-14,808
106
$2.31M 0.2%
40,388
-679
107
$2.3M 0.2%
17,983
-804
108
$2.3M 0.2%
17,927
-1,391
109
$2.29M 0.2%
18,028
+6,546
110
$2.29M 0.2%
16,733
+3,461
111
$2.28M 0.2%
37,164
-1,525
112
$2.28M 0.2%
38,027
-1,352
113
$2.27M 0.2%
38,665
-2,127
114
$2.26M 0.2%
8,652
+113
115
$2.25M 0.2%
80,511
-2,621
116
$2.24M 0.2%
72,821
+12,007
117
$2.16M 0.19%
7,284
+143
118
$2.15M 0.19%
4,287
+1,411
119
$2.13M 0.19%
34,363
+6,186
120
$2.13M 0.19%
23,247
+15,052
121
$2.13M 0.19%
32,153
-1,955
122
$2.13M 0.19%
49,998
+34,693
123
$2.1M 0.18%
12,660
+11,095
124
$2.06M 0.18%
6,388
-904
125
$2.05M 0.18%
9,382
-1,012
3 4
5
6 7