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
326
$694K 0.06%
20,159
-4,856
327
$694K 0.06%
1,613
+31
328
$688K 0.06%
5,098
-25
329
$677K 0.06%
10,160
-9,261
330
$675K 0.06%
32,599
+6,844
331
$670K 0.05%
22,299
-3,904
332
$668K 0.05%
5,731
-1,392
333
$668K 0.05%
19,769
-6,610
334
$668K 0.05%
2,235
-1,155
335
$667K 0.05%
17,508
-3,493
336
$666K 0.05%
10,872
-1,998
337
$666K 0.05%
1,229
+84
338
$665K 0.05%
2,786
+419
339
$664K 0.05%
15,180
-116
340
$664K 0.05%
+49,497
341
$661K 0.05%
24,167
+1,644
342
$658K 0.05%
14,387
-2,916
343
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14,462
-4,726
344
$656K 0.05%
9,089
-1,802
345
$656K 0.05%
9,378
+546
346
$656K 0.05%
24,935
+903
347
$650K 0.05%
3,990
-955
348
$649K 0.05%
5,631
+801
349
$646K 0.05%
3,025
+69
350
$646K 0.05%
8,428
-3,241
12 13
14
15 16