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
151
$1.56M 0.14%
63,929
-1,837
152
$1.53M 0.14%
25,622
-1,654
153
$1.52M 0.13%
27,333
-1,118
154
$1.51M 0.13%
40,640
-11,589
155
$1.5M 0.13%
17,751
-2,257
156
$1.48M 0.13%
34,892
-3,015
157
$1.48M 0.13%
43,210
+170
158
$1.48M 0.13%
46,982
-9,057
159
$1.46M 0.13%
47,755
+10,773
160
$1.44M 0.13%
9,643
-1,065
161
$1.43M 0.13%
14,054
+716
162
$1.43M 0.13%
13,234
-1,637
163
$1.43M 0.13%
16,477
-1,556
164
$1.43M 0.13%
12,752
-573
165
$1.39M 0.12%
24,644
-992
166
$1.39M 0.12%
4,103
+728
167
$1.38M 0.12%
18,587
+3,886
168
$1.37M 0.12%
12,693
+2,086
169
$1.35M 0.12%
12,291
+5,975
170
$1.32M 0.12%
3,602
+740
171
$1.31M 0.12%
24,350
-2,168
172
$1.31M 0.12%
140,734
-14,485
173
$1.3M 0.11%
21,597
-34,011
174
$1.29M 0.11%
5,926
-416
175
$1.28M 0.11%
55,862
-4,529
5 6
7
8 9