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
401
$564K 0.05%
+150,424
402
$563K 0.05%
+34,650
403
$560K 0.05%
22,046
-234
404
$556K 0.05%
6,340
-2,616
405
$555K 0.05%
9,205
+14
406
$554K 0.05%
8,302
-1,474
407
$549K 0.04%
55,289
+11,966
408
$545K 0.04%
6,676
-1,693
409
$545K 0.04%
4,946
+2,038
410
$543K 0.04%
13,998
-6,452
411
$540K 0.04%
89,785
+581
412
$537K 0.04%
2,767
-475
413
$535K 0.04%
13,770
+591
414
$534K 0.04%
2,386
-456
415
$533K 0.04%
8,148
-1,745
416
$531K 0.04%
17,388
-15,062
417
$529K 0.04%
5,412
+764
418
$528K 0.04%
1,255
+50
419
$528K 0.04%
1,883
+332
420
$527K 0.04%
2,135
+54
421
$519K 0.04%
10,337
-775
422
$513K 0.04%
172,274
-12,932
423
$505K 0.04%
13,396
-2,509
424
$497K 0.04%
389
+10
425
$495K 0.04%
6,428
+2,404
15 16
17
18 19