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
$885M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.5M
3
+$9.27M
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$6.41M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.18M

Top Sells

1
+$12.3M
2
+$6.39M
3
+$6.06M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$4.19M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.63M

Sector Composition

1 Technology 11.28%
2 Healthcare 7.76%
3 Financials 5.69%
4 Industrials 5.12%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.12%
18,260
-5,550
227
$1.07M 0.12%
42,173
-291
228
$1.06M 0.12%
+150,498
229
$1.05M 0.12%
180,219
-34,058
230
$1.05M 0.12%
+88,253
231
$1.05M 0.12%
+21,827
232
$1.05M 0.12%
8,064
-1,465
233
$1.04M 0.12%
6,539
-3,019
234
$1.04M 0.12%
7,464
-991
235
$1.03M 0.12%
11,220
-2,307
236
$1.03M 0.12%
+35,997
237
$1.03M 0.12%
16,911
+6,179
238
$1.03M 0.12%
+20,228
239
$1.03M 0.12%
33,158
-6,389
240
$1.03M 0.12%
+62,106
241
$1.03M 0.12%
14,540
-3,103
242
$1.02M 0.12%
18,076
-15,610
243
$1.02M 0.12%
39,739
-10,098
244
$1.02M 0.11%
36,610
-7,580
245
$1.02M 0.11%
12,586
+3,556
246
$1.01M 0.11%
21,440
+3,835
247
$1.01M 0.11%
+24,415
248
$1.01M 0.11%
3,311
-3
249
$1M 0.11%
4,986
-1,970
250
$1M 0.11%
+17,222
8 9
10
11 12