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
301
$752K 0.09%
8,379
+295
302
$748K 0.09%
2,698
+507
303
$745K 0.09%
30,316
-2,009
304
$741K 0.09%
5,136
-133
305
$737K 0.09%
7,463
+7
306
$737K 0.09%
10,920
-417
307
$735K 0.08%
6,534
-173
308
$733K 0.08%
14,210
+318
309
$726K 0.08%
13,792
-411
310
$725K 0.08%
2,714
+88
311
$723K 0.08%
19,450
+450
312
$720K 0.08%
11,744
-2,659
313
$719K 0.08%
11,150
+2,862
314
$718K 0.08%
4,986
+279
315
$716K 0.08%
7,027
-112
316
$713K 0.08%
7,895
+193
317
$712K 0.08%
5,072
-139
318
$705K 0.08%
58,100
+4,330
319
$703K 0.08%
48,446
-3,603
320
$703K 0.08%
6,107
+866
321
$698K 0.08%
4,278
-219
322
$696K 0.08%
11,817
-368
323
$696K 0.08%
32,449
-4,995
324
$696K 0.08%
19,010
-790
325
$685K 0.08%
2,535
+50
11 12
13
14 15