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
101
$2.27M 0.24%
10,131
-2,121
102
$2.25M 0.24%
26,280
+2,511
103
$2.2M 0.23%
35,725
-2,931
104
$2.16M 0.23%
9,413
+1,710
105
$2.14M 0.23%
40,067
-5,592
106
$2.12M 0.23%
59,607
-28,604
107
$2.11M 0.23%
182,790
-9,305
108
$2.07M 0.22%
23,057
-798
109
$2.05M 0.22%
+19,138
110
$2.04M 0.22%
16,791
-7,327
111
$2.04M 0.22%
8,486
+1,065
112
$2.03M 0.22%
3,950
+756
113
$2.02M 0.22%
1,154
-187
114
$2M 0.21%
25,826
+125
115
$2M 0.21%
13,013
+784
116
$1.98M 0.21%
27,291
-2,751
117
$1.96M 0.21%
119,900
-89,080
118
$1.96M 0.21%
34,318
-3,338
119
$1.95M 0.21%
67,767
+991
120
$1.95M 0.21%
13,444
+1,317
121
$1.93M 0.21%
21,141
-3,164
122
$1.91M 0.2%
9,688
+1,520
123
$1.9M 0.2%
71,117
-3,966
124
$1.87M 0.2%
26,998
+21,289
125
$1.84M 0.2%
21,996
+3,702
3 4
5
6 7