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
276
$838K 0.1%
27,460
-5,633
277
$831K 0.1%
3,018
+267
278
$826K 0.1%
1,453
-102
279
$816K 0.09%
8,032
-2,066
280
$812K 0.09%
+1,660
281
$803K 0.09%
10,318
+603
282
$800K 0.09%
27,857
-5,167
283
$798K 0.09%
27,884
+9,535
284
$794K 0.09%
7,281
-283
285
$790K 0.09%
8,216
+56
286
$788K 0.09%
11,812
-2,054
287
$786K 0.09%
13,628
+157
288
$786K 0.09%
11,556
-922
289
$774K 0.09%
6,693
+286
290
$772K 0.09%
4,778
-613
291
$768K 0.09%
2,134
+315
292
$765K 0.09%
25,241
+2,194
293
$762K 0.09%
3,304
-323
294
$762K 0.09%
15,969
-290
295
$760K 0.09%
25,153
-3,244
296
$759K 0.09%
12,760
+39
297
$757K 0.09%
19,785
+953
298
$756K 0.09%
+35,457
299
$756K 0.09%
17,478
+2,151
300
$756K 0.09%
3,519
-1,907
10 11
12
13 14