FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
451
$423K 0.05%
774
-138
452
$422K 0.05%
66,427
-14,173
453
$422K 0.05%
13,894
+7,332
454
$420K 0.05%
187,300
-7,236
455
$420K 0.05%
11,522
-580
456
$419K 0.05%
40,220
-8,672
457
$419K 0.05%
11,508
-1,289
458
$417K 0.05%
+21,592
459
$415K 0.05%
+1,354
460
$413K 0.05%
6,837
-292
461
$412K 0.05%
15,301
+457
462
$410K 0.05%
3,431
-3,643
463
$410K 0.05%
7,492
-1,318
464
$409K 0.05%
12,533
+214
465
$403K 0.05%
22,677
-780
466
$403K 0.05%
2,675
-647
467
$402K 0.05%
9,580
+2,600
468
$402K 0.05%
+262
469
$399K 0.05%
11,216
-2,476
470
$396K 0.04%
4,150
-1,774
471
$396K 0.04%
7,555
+433
472
$394K 0.04%
2,368
+190
473
$393K 0.04%
6,222
-617
474
$393K 0.04%
13,445
+6,142
475
$391K 0.04%
18,669
-1,968
17 18
19
20 21