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
201
$1.32M 0.14%
29,547
-4,969
202
$1.31M 0.14%
+6,678
203
$1.31M 0.14%
11,565
-2,029
204
$1.28M 0.14%
+112,388
205
$1.28M 0.14%
+27,370
206
$1.27M 0.14%
14,351
+946
207
$1.27M 0.14%
89,577
+7,830
208
$1.27M 0.14%
+55,899
209
$1.27M 0.14%
15,159
+9,965
210
$1.26M 0.13%
13,932
-681
211
$1.26M 0.13%
+47,117
212
$1.26M 0.13%
34,824
-8,558
213
$1.25M 0.13%
43,895
-2,082
214
$1.25M 0.13%
+39,856
215
$1.25M 0.13%
5,160
-800
216
$1.23M 0.13%
238,153
+195,700
217
$1.23M 0.13%
36,708
-33,371
218
$1.22M 0.13%
49,680
-4,599
219
$1.22M 0.13%
65,604
-938
220
$1.22M 0.13%
+34,674
221
$1.21M 0.13%
45,876
+32,805
222
$1.2M 0.13%
+20,712
223
$1.2M 0.13%
+258,937
224
$1.2M 0.13%
5,874
+686
225
$1.2M 0.13%
53,946
+43,870
7 8
9
10 11