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
$885M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.5M
3
+$9.27M
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$6.41M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.18M

Top Sells

1
+$12.3M
2
+$6.39M
3
+$6.06M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$4.19M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.63M

Sector Composition

1 Technology 11.28%
2 Healthcare 7.76%
3 Financials 5.69%
4 Industrials 5.12%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$505K 0.06%
4,762
-864
402
$503K 0.06%
6,275
-1,284
403
$501K 0.06%
2,385
+339
404
$501K 0.06%
15,472
-2,653
405
$500K 0.06%
24,362
-3,784
406
$499K 0.06%
1,260
-1,033
407
$498K 0.06%
1,199
+260
408
$497K 0.06%
2,235
-208
409
$494K 0.06%
3,601
-92
410
$493K 0.06%
14,379
-3,016
411
$493K 0.06%
2,342
-371
412
$493K 0.06%
34,635
+21,844
413
$488K 0.06%
8,362
-2,572
414
$485K 0.05%
9,345
415
$485K 0.05%
3,587
-441
416
$481K 0.05%
6,322
+294
417
$481K 0.05%
1,974
-359
418
$475K 0.05%
+27,304
419
$472K 0.05%
5,524
-524
420
$470K 0.05%
3,308
-287
421
$470K 0.05%
3,476
+1,279
422
$470K 0.05%
19,671
-249
423
$465K 0.05%
1,042
-91
424
$465K 0.05%
4,700
-1,622
425
$462K 0.05%
8,658
-1,501
15 16
17
18 19