FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
176
$1.47M 0.16%
26,116
+17,127
177
$1.47M 0.16%
33,097
-1,408
178
$1.44M 0.15%
47,261
+3,472
179
$1.44M 0.15%
42,982
-3,340
180
$1.44M 0.15%
+19,330
181
$1.43M 0.15%
30,306
+9,303
182
$1.42M 0.15%
15,692
+2,597
183
$1.41M 0.15%
40,690
+32,485
184
$1.4M 0.15%
29,025
-2,954
185
$1.4M 0.15%
29,587
+8,351
186
$1.4M 0.15%
+35,139
187
$1.4M 0.15%
20,950
+6,335
188
$1.39M 0.15%
+32,410
189
$1.39M 0.15%
5,426
+2,381
190
$1.38M 0.15%
49,577
-35,339
191
$1.38M 0.15%
12,908
+4,649
192
$1.36M 0.15%
+32,092
193
$1.36M 0.14%
21,925
-4,711
194
$1.34M 0.14%
4,766
-323
195
$1.34M 0.14%
40,705
+1,745
196
$1.34M 0.14%
4,279
-13
197
$1.33M 0.14%
14,663
-624
198
$1.32M 0.14%
55,251
+46,829
199
$1.32M 0.14%
59,935
-8,390
200
$1.32M 0.14%
17,497
-3,469
6 7
8
9 10