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
451
$455K 0.05%
6,318
-187
452
$454K 0.05%
6,747
+582
453
$452K 0.05%
16,234
-388
454
$449K 0.05%
4,026
+482
455
$449K 0.05%
9,228
-2,143
456
$447K 0.05%
3,849
+4
457
$447K 0.05%
2,208
-104
458
$446K 0.05%
18,807
-791
459
$445K 0.05%
4,334
-49
460
$439K 0.05%
10,367
-942
461
$438K 0.05%
2,734
+19
462
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10,341
-1,303
463
$436K 0.05%
2,011
-532
464
$435K 0.05%
17,367
+3,106
465
$431K 0.05%
6,536
+36
466
$431K 0.05%
4,100
-357
467
$430K 0.05%
5,908
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468
$430K 0.05%
+30,824
469
$428K 0.05%
14,878
+5,725
470
$424K 0.05%
2,134
-119
471
$423K 0.05%
27,577
-2,137
472
$421K 0.05%
2,098
-351
473
$421K 0.05%
16,326
+843
474
$419K 0.05%
8,148
+2,023
475
$417K 0.05%
21,618
+3,282
17 18
19
20 21