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
401
$531K 0.06%
9,373
-407
402
$527K 0.06%
11,515
-799
403
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26,411
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10,837
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405
$518K 0.06%
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$517K 0.06%
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407
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219,294
+10,084
408
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6,454
-402
409
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623
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410
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411
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18,575
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412
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14,326
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413
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8,850
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414
$511K 0.06%
11,502
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415
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416
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418
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16,428
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419
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4,538
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421
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6,915
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423
$497K 0.06%
2,428
-242
424
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+4,024
425
$492K 0.06%
15,906
-1,511
15 16
17
18 19