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
251
$997K 0.11%
1,993
+118
252
$996K 0.11%
+13,089
253
$993K 0.11%
2,576
-454
254
$987K 0.11%
11,443
+405
255
$963K 0.11%
9,264
-137
256
$961K 0.11%
12,063
-22,120
257
$947K 0.11%
30,318
-655
258
$936K 0.11%
14,600
-2,130
259
$921K 0.1%
2,682
-814
260
$918K 0.1%
59,410
-2,295
261
$914K 0.1%
7,322
-3,559
262
$902K 0.1%
5,670
-942
263
$891K 0.1%
16,838
-2,667
264
$890K 0.1%
26,858
-1,750
265
$878K 0.1%
10,757
+4,673
266
$876K 0.1%
+10,577
267
$867K 0.1%
1,203
-44
268
$866K 0.1%
5,143
-203
269
$862K 0.1%
35,780
-6,105
270
$859K 0.1%
11,730
+5,262
271
$857K 0.1%
6,198
+2,514
272
$857K 0.1%
9,045
-9,130
273
$852K 0.1%
8,526
+1,088
274
$851K 0.1%
3,412
+697
275
$850K 0.1%
3,056
-159
9 10
11
12 13