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
126
$1.81M 0.19%
14,465
+2,640
127
$1.81M 0.19%
+52,737
128
$1.8M 0.19%
40,449
-5,494
129
$1.8M 0.19%
3,762
-523
130
$1.79M 0.19%
10,610
+3,061
131
$1.79M 0.19%
36,666
+5,913
132
$1.78M 0.19%
31,711
-1,329
133
$1.76M 0.19%
20,804
-730
134
$1.75M 0.19%
65,136
-2,790
135
$1.73M 0.18%
23,056
+6,334
136
$1.73M 0.18%
7,967
-5,347
137
$1.7M 0.18%
28,926
-1,286
138
$1.69M 0.18%
13,037
-1,680
139
$1.67M 0.18%
12,542
-1,910
140
$1.65M 0.18%
10,761
-4,116
141
$1.64M 0.18%
+26,393
142
$1.64M 0.18%
+6,091
143
$1.64M 0.18%
7,702
-1,846
144
$1.64M 0.18%
8,903
-2,824
145
$1.63M 0.17%
11,028
-3,624
146
$1.63M 0.17%
5,035
+363
147
$1.63M 0.17%
25,642
+10,815
148
$1.62M 0.17%
12,692
-1,294
149
$1.62M 0.17%
93,413
+7,651
150
$1.62M 0.17%
5,622
+1,376
4 5
6
7 8