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
426
$495K 0.04%
978
+3
427
$494K 0.04%
27,481
-136
428
$491K 0.04%
5,268
-562
429
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6,600
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6,900
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431
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2,094
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432
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18,471
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433
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434
$481K 0.04%
16,633
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435
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436
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437
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3,731
+1,670
438
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439
$473K 0.04%
6,524
-4,210
440
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443
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444
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445
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5,182
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446
$465K 0.04%
4,797
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447
$464K 0.04%
8,589
+2,030
448
$463K 0.04%
3,246
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449
$461K 0.04%
11,317
+3,377
450
$459K 0.04%
6,809
+1,191
16 17
18
19 20