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
301
$784K 0.06%
6,225
-5,645
302
$783K 0.06%
8,742
-1,712
303
$775K 0.06%
12,082
+1,137
304
$775K 0.06%
27,291
-3,301
305
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30,283
+859
306
$767K 0.06%
26,584
-14,310
307
$764K 0.06%
4,158
-330
308
$764K 0.06%
92,436
-2,997
309
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3,843
-1,570
310
$755K 0.06%
12,260
+353
311
$753K 0.06%
11,037
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312
$748K 0.06%
19,478
-7,504
313
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+3,622
314
$733K 0.06%
+2,228
315
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9,719
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316
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317
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3,294
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318
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174,683
+163,099
319
$710K 0.06%
1,458
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320
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6,660
-1,290
321
$705K 0.06%
4,067
+528
322
$702K 0.06%
4,619
+125
323
$699K 0.06%
2,834
-7,710
324
$699K 0.06%
3,656
-165
325
$696K 0.06%
9,910
+1,309
11 12
13
14 15