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
151
$1.62M 0.17%
16,996
+4,790
152
$1.61M 0.17%
+65,163
153
$1.61M 0.17%
84,243
+31,785
154
$1.59M 0.17%
91,336
-4,028
155
$1.59M 0.17%
9,899
-2,841
156
$1.58M 0.17%
145,086
+154
157
$1.57M 0.17%
30,972
+112
158
$1.57M 0.17%
91,177
-13,337
159
$1.57M 0.17%
41,342
-18,170
160
$1.56M 0.17%
22,900
+5,759
161
$1.56M 0.17%
22,376
-2,654
162
$1.55M 0.17%
25,432
-6,635
163
$1.54M 0.16%
23,668
+6,171
164
$1.53M 0.16%
79,479
-10,653
165
$1.53M 0.16%
10,696
-2,548
166
$1.52M 0.16%
55,330
+15,875
167
$1.51M 0.16%
+21,563
168
$1.5M 0.16%
10,759
+9,261
169
$1.49M 0.16%
38,049
+13,610
170
$1.49M 0.16%
+171,916
171
$1.48M 0.16%
21,056
-3,228
172
$1.48M 0.16%
47,615
-4,750
173
$1.47M 0.16%
22,597
+7,619
174
$1.47M 0.16%
86,032
-2,871
175
$1.47M 0.16%
16,179
-1,332
5 6
7
8 9