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
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
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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
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2,615
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388
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5,961
-111
389
$549K 0.06%
7,642
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390
$548K 0.06%
7,169
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391
$547K 0.06%
6,496
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2,454
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393
$546K 0.06%
3,469
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394
$543K 0.06%
17,847
-1,376
395
$542K 0.06%
13,510
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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%
2,267
-632
400
$531K 0.06%
6,270
-265
14 15
16
17 18