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
26
$9.32M 0.76%
293,197
+105,065
27
$9.12M 0.75%
193,550
+1,875
28
$9.1M 0.75%
316,193
+3,580
29
$8.23M 0.67%
45,191
-6,156
30
$8.1M 0.66%
88,221
-25,465
31
$7.65M 0.63%
52,515
-8,679
32
$7.61M 0.62%
39,393
-1,704
33
$7.23M 0.59%
67,486
-21,687
34
$7M 0.57%
138,670
+103,027
35
$6.68M 0.55%
113,536
-1,613
36
$6.57M 0.54%
113,352
+92,224
37
$6.18M 0.51%
232,785
+23,298
38
$6.16M 0.5%
126,384
+490
39
$6.01M 0.49%
132,479
+11,325
40
$5.73M 0.47%
56,917
+54,442
41
$5.63M 0.46%
38,039
-4,592
42
$5.61M 0.46%
+112,865
43
$5.42M 0.44%
166,536
-52,492
44
$5.41M 0.44%
78,824
-41,488
45
$5.38M 0.44%
10,668
+180
46
$5.29M 0.43%
72,576
-4,630
47
$5.16M 0.42%
120,135
-4,385
48
$5.1M 0.42%
193,281
-5,775
49
$5.08M 0.42%
65,765
-1,261
50
$5.08M 0.42%
123,511
+51,798
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