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
426
$457K 0.05%
4,085
-5,647
427
$456K 0.05%
3,401
-2,916
428
$455K 0.05%
4,892
-205
429
$451K 0.05%
7,563
+1,863
430
$450K 0.05%
7,247
+207
431
$447K 0.05%
3,052
-186
432
$446K 0.05%
1,801
-305
433
$446K 0.05%
6,136
-933
434
$443K 0.05%
7,677
+984
435
$440K 0.05%
12,240
-1,152
436
$438K 0.05%
1,716
-38
437
$438K 0.05%
22,856
-2,535
438
$437K 0.05%
16,820
+1,900
439
$436K 0.05%
21,515
-3,104
440
$436K 0.05%
6,428
-576
441
$436K 0.05%
20,695
-4,506
442
$436K 0.05%
20,706
+2,073
443
$435K 0.05%
8,183
-1,562
444
$431K 0.05%
14,394
-9,926
445
$431K 0.05%
888
+324
446
$430K 0.05%
4,465
-12,331
447
$429K 0.05%
29,751
+17,951
448
$427K 0.05%
36,305
-2,108
449
$424K 0.05%
12,832
-74,750
450
$423K 0.05%
+10,614
16 17
18
19 20