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
401
$531K 0.06%
9,373
-407
402
$527K 0.06%
11,515
-799
403
$527K 0.06%
26,411
-901
404
$518K 0.06%
10,837
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405
$518K 0.06%
7,514
-898
406
$517K 0.06%
4,632
-490
407
$516K 0.06%
219,294
+10,084
408
$516K 0.06%
6,454
-402
409
$516K 0.06%
623
-21
410
$515K 0.06%
2,002
-69
411
$515K 0.06%
18,575
-1,794
412
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14,326
-1,276
413
$512K 0.06%
8,850
-102
414
$511K 0.06%
11,502
-811
415
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+7,184
416
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6,228
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417
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3,381
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418
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16,428
+1,232
419
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27,272
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420
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4,538
+2,313
421
$502K 0.06%
2,760
-369
422
$499K 0.06%
6,915
-513
423
$497K 0.06%
2,428
-242
424
$497K 0.06%
+4,024
425
$492K 0.06%
15,906
-1,511
15 16
17
18 19