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
26
$4.8M 0.55%
97,229
+7,215
27
$4.73M 0.55%
190,470
-10,740
28
$4.73M 0.54%
9,317
+100
29
$4.7M 0.54%
48,919
-6,606
30
$4.66M 0.54%
204,506
-13,438
31
$4.63M 0.53%
134,162
-3,687
32
$4.61M 0.53%
95,480
-4,846
33
$4.61M 0.53%
43,982
-15,535
34
$4.59M 0.53%
96,779
-4,150
35
$4.56M 0.53%
10,812
-195
36
$4.47M 0.52%
16,750
+189
37
$4.37M 0.5%
125,112
+4,179
38
$4.34M 0.5%
139,995
+2,200
39
$4.34M 0.5%
42,319
-405
40
$4.3M 0.5%
18,463
-1,466
41
$4.23M 0.49%
175,314
+28,237
42
$4.13M 0.48%
153,390
+560
43
$4.08M 0.47%
50,179
-10,001
44
$4.04M 0.47%
19,029
+795
45
$3.99M 0.46%
176,727
+10,452
46
$3.97M 0.46%
80,536
+8,857
47
$3.96M 0.46%
85,812
-1,822
48
$3.82M 0.44%
85,818
+14,510
49
$3.75M 0.43%
93,314
+24,796
50
$3.74M 0.43%
51,940
-3,188
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