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
$1.22B
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$8.98M
3
+$5.61M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.48M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.35M

Top Sells

1
+$14.2M
2
+$5.15M
3
+$4.96M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.05M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$2.85M

Sector Composition

1 Technology 9.57%
2 Healthcare 4.58%
3 Financials 3.46%
4 Industrials 3.11%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.09%
9,799
+4,839
227
$1.04M 0.09%
+5,185
228
$1.03M 0.08%
5,860
+74
229
$1.03M 0.08%
6,241
-4,523
230
$1.03M 0.08%
13,840
+10,427
231
$1.02M 0.08%
3,987
-212
232
$1.02M 0.08%
6,463
+5,022
233
$1.02M 0.08%
17,703
+895
234
$1.01M 0.08%
5,776
+216
235
$1.01M 0.08%
5,855
+4,610
236
$1.01M 0.08%
20,387
+970
237
$1M 0.08%
8,725
-5,988
238
$996K 0.08%
15,029
+11,963
239
$990K 0.08%
3,673
-417
240
$981K 0.08%
+20,150
241
$979K 0.08%
19,573
-6,474
242
$969K 0.08%
39,692
+22,023
243
$966K 0.08%
+19,727
244
$950K 0.08%
+8,901
245
$948K 0.08%
4,223
-253
246
$947K 0.08%
+9,267
247
$943K 0.08%
5,303
+542
248
$940K 0.08%
42,906
-3,962
249
$936K 0.08%
25,311
+2,149
250
$934K 0.08%
30,285
+4,774
8 9
10
11 12