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
1
$30.8M 3.28%
267,870
+3,097
2
$20.6M 2.2%
224,873
-84,367
3
$13.5M 1.44%
222,672
+204,041
4
$13M 1.39%
95,194
-12,276
5
$12.2M 1.31%
123,142
-73,552
6
$11M 1.17%
465,380
-31,470
7
$9.25M 0.99%
119,171
-21,054
8
$8.42M 0.9%
139,157
+6,337
9
$8.29M 0.88%
90,943
-13,130
10
$8.05M 0.86%
161,279
-8,583
11
$7.41M 0.79%
100,700
-20,050
12
$7.04M 0.75%
171,639
+142,773
13
$6.78M 0.72%
59,517
-2,891
14
$6.67M 0.71%
66,824
-3,430
15
$6.23M 0.66%
35,094
-1,265
16
$6.12M 0.65%
56,140
-2,360
17
$6.02M 0.64%
224,840
-15,680
18
$5.99M 0.64%
18,972
-3,638
19
$5.79M 0.62%
110,833
-99
20
$5.74M 0.61%
52,168
+10,179
21
$5.67M 0.61%
106,614
+2,117
22
$5.63M 0.6%
55,525
+23,601
23
$5.6M 0.6%
111,767
+83,217
24
$5.43M 0.58%
201,210
+5,245
25
$5.37M 0.57%
19,324
-2,096
1
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