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
$867M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$3.95M
3
+$2.31M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.19M

Top Sells

1
+$9.48M
2
+$4.85M
3
+$4.25M
4
TGT icon
Target
TGT
+$3.02M
5
IAC icon
IAC Inc
IAC
+$1.64M

Sector Composition

1 Technology 10.71%
2 Healthcare 8.28%
3 Financials 7.13%
4 Industrials 5.95%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.13%
13,179
-1,147
227
$1.1M 0.13%
+25,045
228
$1.09M 0.13%
45,767
-3,913
229
$1.09M 0.13%
11,523
+1,415
230
$1.08M 0.12%
47,893
-2,178
231
$1.08M 0.12%
+16,094
232
$1.08M 0.12%
+41,584
233
$1.07M 0.12%
35,984
+1,032
234
$1.07M 0.12%
18,323
-3,240
235
$1.07M 0.12%
146,396
+1,310
236
$1.07M 0.12%
21,779
-1,202
237
$1.06M 0.12%
3,227
+7
238
$1.05M 0.12%
5,950
+76
239
$1.04M 0.12%
34,779
-6,563
240
$1.04M 0.12%
7,678
+1,927
241
$1.03M 0.12%
+15,409
242
$1.02M 0.12%
9,790
-737
243
$1.02M 0.12%
58,346
-7,258
244
$1.01M 0.12%
29,213
-5,611
245
$1.01M 0.12%
30,530
-6,304
246
$1M 0.12%
16,821
-670
247
$1M 0.12%
22,943
+7,033
248
$997K 0.11%
6,714
-3,185
249
$984K 0.11%
1,789
-18
250
$980K 0.11%
34,810
+136
8 9
10
11 12