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
376
$593K 0.05%
29,455
-7,600
377
$590K 0.05%
2,410
-37
378
$588K 0.05%
14,684
-1,794
379
$587K 0.05%
+81,170
380
$587K 0.05%
776
-65
381
$586K 0.05%
19,873
-7,493
382
$584K 0.05%
10,182
-8,977
383
$581K 0.05%
41,388
+8,229
384
$580K 0.05%
+64,137
385
$578K 0.05%
19,520
-3,689
386
$577K 0.05%
15,973
-18,979
387
$577K 0.05%
27,410
-3,735
388
$577K 0.05%
6,859
-1,736
389
$576K 0.05%
5,222
-472
390
$574K 0.05%
+36,033
391
$572K 0.05%
+28,791
392
$572K 0.05%
6,610
+2,364
393
$572K 0.05%
5,255
-2,957
394
$571K 0.05%
20,423
-15,521
395
$571K 0.05%
31,216
-2,045
396
$570K 0.05%
+22,075
397
$569K 0.05%
6,483
-97
398
$567K 0.05%
+54,559
399
$567K 0.05%
11,795
-2,430
400
$566K 0.05%
+70,447
14 15
16
17 18