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
351
$642K 0.05%
12,523
-3,100
352
$640K 0.05%
16,276
+1,557
353
$639K 0.05%
3,327
+424
354
$636K 0.05%
4,647
-4,377
355
$635K 0.05%
386
-3
356
$632K 0.05%
4,618
-762
357
$629K 0.05%
2,738
+54
358
$628K 0.05%
5,371
+362
359
$628K 0.05%
+2,297
360
$625K 0.05%
9,728
+1,497
361
$623K 0.05%
19,857
+10,545
362
$621K 0.05%
13,680
-2,478
363
$621K 0.05%
1,063
-346
364
$617K 0.05%
6,257
+44
365
$617K 0.05%
+10,826
366
$612K 0.05%
11,330
-1,700
367
$606K 0.05%
125,913
+27,039
368
$605K 0.05%
35,716
+13,049
369
$604K 0.05%
10,426
+3,537
370
$601K 0.05%
46,370
-1,532
371
$600K 0.05%
8,084
-3,065
372
$597K 0.05%
4,322
-2,874
373
$597K 0.05%
195,756
-98,454
374
$596K 0.05%
3,740
+606
375
$596K 0.05%
64,973
+22,579
13 14
15
16 17