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
276
$866K 0.07%
13,106
-5,306
277
$864K 0.07%
33,003
-741
278
$859K 0.07%
23,000
-20,168
279
$856K 0.07%
4,949
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280
$852K 0.07%
7,144
-704
281
$844K 0.07%
8,393
+1,186
282
$843K 0.07%
+7,211
283
$842K 0.07%
8,350
-381
284
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5,140
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285
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7,844
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286
$831K 0.07%
2,796
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287
$823K 0.07%
9,307
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288
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9,233
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289
$814K 0.07%
17,249
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290
$809K 0.07%
13,597
+1,031
291
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292
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49,541
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293
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16,064
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294
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19,480
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295
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7,704
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296
$791K 0.06%
73,281
-11,702
297
$791K 0.06%
13,967
-2,125
298
$789K 0.06%
13,933
+8,914
299
$784K 0.06%
6,602
-944
300
$784K 0.06%
9,933
+574
10 11
12
13 14