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
176
$1.27M 0.11%
76,427
-14,230
177
$1.26M 0.11%
10,237
-779
178
$1.26M 0.11%
95,863
+6,031
179
$1.23M 0.11%
35,040
-7,830
180
$1.23M 0.11%
20,080
-1,408
181
$1.22M 0.11%
60,061
-620
182
$1.22M 0.11%
9,709
-5,036
183
$1.22M 0.11%
+14,458
184
$1.21M 0.11%
9,238
-1,020
185
$1.21M 0.11%
+12,455
186
$1.21M 0.11%
6,740
-456
187
$1.19M 0.11%
636,728
+144,340
188
$1.19M 0.11%
141,572
-3,332
189
$1.16M 0.1%
15,138
-550
190
$1.15M 0.1%
8,413
-3,282
191
$1.12M 0.1%
56,281
-311
192
$1.12M 0.1%
38,180
-3,380
193
$1.11M 0.1%
41,782
-4,427
194
$1.11M 0.1%
14,697
-373
195
$1.11M 0.1%
13,222
+3,381
196
$1.09M 0.1%
6,973
-366
197
$1.07M 0.09%
12,575
-2,662
198
$1.06M 0.09%
18,090
-2,036
199
$1.06M 0.09%
58,365
-462
200
$1.06M 0.09%
11,934
-516
6 7
8
9 10