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
326
$680K 0.08%
13,106
+79
327
$680K 0.08%
2,835
-183
328
$679K 0.08%
12,385
-1,143
329
$677K 0.08%
+41,280
330
$675K 0.08%
49,361
+1,181
331
$674K 0.08%
10,553
-1,070
332
$673K 0.08%
3,827
+240
333
$673K 0.08%
3,791
-565
334
$672K 0.08%
8,562
+318
335
$667K 0.08%
5,886
-91
336
$660K 0.08%
8,313
-700
337
$659K 0.08%
12,961
-741
338
$658K 0.08%
6,797
+389
339
$656K 0.08%
3,598
-160
340
$654K 0.08%
3,818
-179
341
$654K 0.08%
+16,521
342
$653K 0.08%
9,166
+149
343
$649K 0.07%
22,366
-1,120
344
$649K 0.07%
1,991
-99
345
$645K 0.07%
+28,569
346
$637K 0.07%
19,065
+3,272
347
$635K 0.07%
1,398
+217
348
$635K 0.07%
3,850
+57
349
$631K 0.07%
11,262
+460
350
$630K 0.07%
22,144
-1,776
12 13
14
15 16