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
251
$934K 0.08%
+15,444
252
$933K 0.08%
3,659
+1,889
253
$930K 0.08%
5,577
+103
254
$923K 0.08%
8,671
-32
255
$923K 0.08%
3,620
-252
256
$920K 0.08%
5,818
-1,440
257
$919K 0.08%
874
-60
258
$918K 0.08%
6,067
-115
259
$912K 0.07%
7,243
+5,056
260
$911K 0.07%
50,470
+12,345
261
$909K 0.07%
3,761
-72
262
$909K 0.07%
2,226
-492
263
$907K 0.07%
7,926
+411
264
$904K 0.07%
13,933
+800
265
$903K 0.07%
+9,436
266
$899K 0.07%
2,463
+800
267
$898K 0.07%
11,577
-274
268
$897K 0.07%
33,760
-10,782
269
$892K 0.07%
2,005
-135
270
$888K 0.07%
1,128
+47
271
$886K 0.07%
8,467
+216
272
$883K 0.07%
5,924
+787
273
$881K 0.07%
12,436
+768
274
$878K 0.07%
8,450
+136
275
$872K 0.07%
7,766
+795
9 10
11
12 13