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
351
$602K 0.07%
34,372
-245
352
$601K 0.07%
6,445
-614
353
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20,936
-2,396
354
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16,964
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355
$595K 0.07%
89,424
-9,146
356
$594K 0.07%
2,688
-145
357
$591K 0.07%
+5,063
358
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5,838
-403
359
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51,464
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360
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50,368
+31,084
361
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6,244
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362
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6,137
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363
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364
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10,223
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365
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369
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1,237
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244,584
-78,292
372
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34,248
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373
$564K 0.06%
8,309
-140
374
$561K 0.06%
2,195
-469
375
$556K 0.06%
2,865
-5,581
13 14
15
16 17