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
126
$1.96M 0.17%
22,204
-1,550
127
$1.94M 0.17%
40,338
-2,100
128
$1.92M 0.17%
40,092
-2,555
129
$1.91M 0.17%
30,327
-2,038
130
$1.9M 0.17%
162,060
-22,897
131
$1.88M 0.17%
4,818
-594
132
$1.85M 0.16%
19,504
-360
133
$1.82M 0.16%
29,626
-6,895
134
$1.82M 0.16%
7,177
+2,377
135
$1.81M 0.16%
36,429
-1,647
136
$1.8M 0.16%
30,924
-6,752
137
$1.79M 0.16%
4,781
-484
138
$1.78M 0.16%
9,979
-2,067
139
$1.71M 0.15%
88,379
-1,430
140
$1.7M 0.15%
4,785
-519
141
$1.69M 0.15%
21,789
-2,688
142
$1.69M 0.15%
31,939
-1,949
143
$1.69M 0.15%
31,312
-3,451
144
$1.64M 0.14%
55,413
-41,979
145
$1.63M 0.14%
9,025
-683
146
$1.63M 0.14%
22,779
+1,593
147
$1.62M 0.14%
16,287
-738
148
$1.57M 0.14%
8,824
-954
149
$1.56M 0.14%
16,482
-970
150
$1.56M 0.14%
11,205
-2,021
4 5
6
7 8