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
326
$672K 0.08%
7,383
+1,828
327
$670K 0.08%
28,467
-2,104
328
$666K 0.08%
10,533
-330
329
$666K 0.08%
25,583
-3,444
330
$660K 0.07%
12,199
-1,080
331
$659K 0.07%
956
-725
332
$652K 0.07%
3,309
-603
333
$651K 0.07%
4,030
+1,590
334
$637K 0.07%
5,635
+772
335
$636K 0.07%
41,384
-7,079
336
$633K 0.07%
+10,140
337
$632K 0.07%
8,374
+1,551
338
$630K 0.07%
2,898
+1,017
339
$627K 0.07%
74,424
-7,199
340
$626K 0.07%
3,019
+581
341
$623K 0.07%
+14,406
342
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10,216
-52
343
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12,658
-2,389
344
$618K 0.07%
2,941
+1,263
345
$617K 0.07%
28,596
+638
346
$609K 0.07%
57,190
-39,550
347
$609K 0.07%
5,422
-1,191
348
$605K 0.07%
9,080
-16
349
$603K 0.07%
+24,602
350
$602K 0.07%
28,213
-19,310
12 13
14
15 16