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
$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
26
$4.99M 0.56%
8,914
-1,266
27
$4.67M 0.53%
61,264
+13,497
28
$4.62M 0.52%
16,165
-3,695
29
$4.59M 0.52%
+287,925
30
$4.59M 0.52%
29,628
-2,777
31
$4.59M 0.52%
7,967
-870
32
$4.53M 0.51%
110,399
-622
33
$4.41M 0.5%
57,647
-10,836
34
$4.38M 0.5%
85,438
+31,641
35
$4.28M 0.48%
43,149
-6,215
36
$4.26M 0.48%
61,410
-1,476
37
$4.21M 0.48%
28,281
+4,378
38
$4.19M 0.47%
+22,862
39
$4.17M 0.47%
58,355
-6,404
40
$4.17M 0.47%
14,466
-2,093
41
$4.08M 0.46%
+40,565
42
$4.06M 0.46%
125,394
-44,261
43
$3.91M 0.44%
51,015
+465
44
$3.88M 0.44%
165,239
-9,980
45
$3.86M 0.44%
47,034
+4,950
46
$3.8M 0.43%
25,916
+20,209
47
$3.76M 0.42%
12,166
-2,329
48
$3.71M 0.42%
78,273
-48,821
49
$3.69M 0.42%
77,545
+3,484
50
$3.5M 0.4%
69,336
-4,908
1
2
3 4 5