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
351
$624K 0.07%
14,103
-2,515
352
$615K 0.07%
6,764
+411
353
$613K 0.07%
37,311
-363
354
$610K 0.07%
6,707
-281
355
$607K 0.07%
30,238
-1,883
356
$604K 0.07%
4,644
-155
357
$603K 0.07%
37,964
-376
358
$602K 0.07%
31,254
+1,104
359
$600K 0.07%
6,970
+416
360
$597K 0.07%
23,956
-3,059
361
$595K 0.07%
2,779
-433
362
$594K 0.07%
21,735
-11,156
363
$588K 0.07%
90,150
-13,645
364
$586K 0.07%
4,305
-287
365
$585K 0.07%
7,022
+3
366
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112,720
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367
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3,061
-6,352
368
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43,211
-114
369
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28,293
+3,248
370
$580K 0.07%
9,792
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371
$579K 0.07%
4,343
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372
$578K 0.07%
6,467
-86
373
$576K 0.07%
27,179
-933
374
$572K 0.07%
319,620
-15,437
375
$571K 0.07%
11,985
-8,653
13 14
15
16 17