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
426
$491K 0.06%
14,371
-3,451
427
$490K 0.06%
8,531
+277
428
$490K 0.06%
7,085
+334
429
$489K 0.06%
6,090
-271
430
$488K 0.06%
114,304
-13,079
431
$487K 0.06%
21,170
-762
432
$485K 0.06%
1,252
-127
433
$482K 0.06%
4,900
+327
434
$482K 0.06%
10,450
-6,891
435
$481K 0.06%
5,559
-672
436
$480K 0.06%
6,371
-617
437
$472K 0.05%
5,041
-39
438
$470K 0.05%
11,679
-499
439
$469K 0.05%
70,897
-22,298
440
$469K 0.05%
4,282
+31
441
$468K 0.05%
5,177
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442
$468K 0.05%
10,241
+1,004
443
$467K 0.05%
+13,748
444
$466K 0.05%
8,762
+446
445
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10,913
-3,021
446
$461K 0.05%
42,762
-6,631
447
$459K 0.05%
13,653
-655
448
$459K 0.05%
18,654
+655
449
$457K 0.05%
34,315
-11,599
450
$456K 0.05%
+6,834
16 17
18
19 20