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
276
$848K 0.1%
8,550
-18,679
277
$844K 0.1%
25,920
-21,465
278
$841K 0.1%
11,324
-1,218
279
$838K 0.09%
15,810
-80
280
$833K 0.09%
14,719
-6,662
281
$832K 0.09%
9,438
-2,349
282
$823K 0.09%
33,549
-4,241
283
$822K 0.09%
6,548
-6,562
284
$811K 0.09%
11,636
-1,135
285
$810K 0.09%
8,091
-2,713
286
$804K 0.09%
6,075
-979
287
$800K 0.09%
20,564
-13,912
288
$794K 0.09%
43,330
-6,220
289
$792K 0.09%
39,878
+11,654
290
$785K 0.09%
3,525
-7,767
291
$784K 0.09%
2,275
-7,167
292
$784K 0.09%
2,803
-194
293
$779K 0.09%
22,911
-2,420
294
$775K 0.09%
5,813
-600
295
$773K 0.09%
5,773
-373
296
$771K 0.09%
2,881
-928
297
$767K 0.09%
26,828
-4,795
298
$760K 0.09%
9,073
+5,695
299
$755K 0.09%
18,447
-2,561
300
$755K 0.09%
6,675
+997
10 11
12
13 14