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
451
$457K 0.04%
39,983
+6,535
452
$456K 0.04%
22,286
-2,184
453
$455K 0.04%
2,925
+226
454
$455K 0.04%
3,456
-2,002
455
$454K 0.04%
4,907
+1,841
456
$453K 0.04%
11,763
-1,467
457
$452K 0.04%
18,260
+1,659
458
$451K 0.04%
22,916
-1,812
459
$449K 0.04%
2,247
+176
460
$448K 0.04%
1,729
-14
461
$446K 0.04%
+2,791
462
$446K 0.04%
9,190
-7,658
463
$445K 0.04%
4,976
+111
464
$444K 0.04%
4,848
-4,656
465
$442K 0.04%
1,954
-740
466
$439K 0.04%
3,798
-251
467
$438K 0.04%
1,917
+41
468
$437K 0.04%
3,705
-277
469
$437K 0.04%
16,392
-1,737
470
$437K 0.04%
1,520
+93
471
$437K 0.04%
2,248
+372
472
$434K 0.04%
1,998
-601
473
$434K 0.04%
20,463
-3,796
474
$432K 0.04%
6,795
+1,399
475
$430K 0.04%
12,357
+6,034
17 18
19
20 21