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
301
$748K 0.08%
8,213
-81
302
$747K 0.08%
10,757
-931
303
$737K 0.08%
+5,586
304
$737K 0.08%
24,864
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305
$732K 0.08%
12,019
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306
$730K 0.08%
11,548
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307
$729K 0.08%
3,234
+190
308
$723K 0.08%
3,234
-64
309
$719K 0.08%
23,470
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310
$717K 0.08%
7,295
-343
311
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7,851
+1,710
312
$716K 0.08%
14,326
+3,339
313
$713K 0.08%
15,539
-1,540
314
$712K 0.08%
6,842
-1,063
315
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7,027
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316
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22,639
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317
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3,683
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14,397
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319
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17,513
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320
$697K 0.08%
17,606
-3,394
321
$697K 0.08%
3,410
+26
322
$692K 0.08%
5,593
+1,211
323
$687K 0.08%
6,311
-2,846
324
$677K 0.08%
5,615
-221
325
$674K 0.08%
2,978
-23
11 12
13
14 15