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
251
$973K 0.11%
5,918
+244
252
$970K 0.11%
60,542
-30,635
253
$969K 0.11%
5,179
+113
254
$963K 0.11%
11,581
+97
255
$961K 0.11%
12,109
-193
256
$959K 0.11%
8,664
+297
257
$957K 0.11%
38,997
-3,198
258
$954K 0.11%
62,088
+1,316
259
$932K 0.11%
3,377
-107
260
$908K 0.1%
76,436
-3,437
261
$908K 0.1%
12,059
-293
262
$905K 0.1%
9,128
-3,909
263
$903K 0.1%
10,714
+25
264
$898K 0.1%
20,210
-2,140
265
$889K 0.1%
52,961
-2,480
266
$887K 0.1%
23,544
+4,019
267
$872K 0.1%
68,136
-21,441
268
$864K 0.1%
14,037
+132
269
$859K 0.1%
32,889
-3,152
270
$852K 0.1%
46,784
-5,047
271
$851K 0.1%
32,000
+100
272
$849K 0.1%
7,943
-3,338
273
$847K 0.1%
20,111
+1,575
274
$843K 0.1%
3,681
-141
275
$840K 0.1%
13,964
-2,320
9 10
11
12 13