FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$6.32M
2
+$3.95M
3
+$2.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.32M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.19M

Top Sells

1
+$10.4M
2
+$4.85M
3
+$4.25M
4
TGT icon
Target
TGT
+$3.26M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.76M

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
376
$569K 0.07%
4,682
+368
377
$568K 0.07%
7,506
-153
378
$566K 0.07%
7,983
+51
379
$566K 0.07%
19,113
+48
380
$565K 0.07%
27,053
-929
381
$564K 0.07%
24,642
-10,659
382
$564K 0.07%
2,694
+113
383
$564K 0.07%
2,031
+141
384
$562K 0.06%
15,662
-3,488
385
$562K 0.06%
3,025
-71
386
$559K 0.06%
13,082
+97
387
$555K 0.06%
2,615
-8
388
$552K 0.06%
5,961
-111
389
$549K 0.06%
7,642
-739
390
$548K 0.06%
7,169
+1,169
391
$547K 0.06%
6,496
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392
$547K 0.06%
2,454
-811
393
$546K 0.06%
3,469
+656
394
$543K 0.06%
17,847
-1,376
395
$542K 0.06%
13,510
+71
396
$541K 0.06%
26,512
-906
397
$540K 0.06%
2,987
-323
398
$539K 0.06%
43,667
-15,632
399
$534K 0.06%
22,670
-6,320
400
$531K 0.06%
6,270
-265
14 15
16
17 18