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
201
$1.05M 0.09%
10,413
-3,784
202
$1.02M 0.09%
5,995
+50
203
$1M 0.09%
25,377
-27
204
$1M 0.09%
63,266
-7,019
205
$975K 0.09%
18,492
-1,340
206
$965K 0.09%
79,192
-67,362
207
$961K 0.08%
24,796
-1,422
208
$959K 0.08%
26,703
+523
209
$956K 0.08%
18,207
-4,316
210
$945K 0.08%
11,286
+7,668
211
$943K 0.08%
3,208
-500
212
$931K 0.08%
7,993
-820
213
$927K 0.08%
12,647
-2,607
214
$926K 0.08%
38,307
+938
215
$926K 0.08%
2,693
+28
216
$924K 0.08%
24,280
-3,857
217
$922K 0.08%
28,364
-948
218
$921K 0.08%
3,134
+374
219
$910K 0.08%
2,057
+37
220
$899K 0.08%
47,046
-5,633
221
$887K 0.08%
37,826
-3,727
222
$878K 0.08%
14,299
-973
223
$871K 0.08%
+29,627
224
$870K 0.08%
12,503
-665
225
$857K 0.08%
9,147
-1,854
7 8
9
10 11