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
476
$416K 0.05%
27,136
+4,776
477
$415K 0.05%
34,645
-5,700
478
$415K 0.05%
20,582
-775
479
$413K 0.05%
12,093
-185
480
$412K 0.05%
20,487
+6,407
481
$409K 0.05%
14,712
-797
482
$408K 0.05%
1,018
+257
483
$403K 0.05%
20,583
-701
484
$402K 0.05%
2,664
+16
485
$401K 0.05%
4,465
-166
486
$400K 0.05%
16,096
-413
487
$398K 0.05%
21,614
-5,438
488
$394K 0.05%
9,325
-107
489
$393K 0.05%
13,346
+239
490
$392K 0.05%
21,431
-4,052
491
$391K 0.05%
4,817
-200
492
$391K 0.05%
13,742
-5,508
493
$390K 0.04%
1,225
-84
494
$385K 0.04%
+2,229
495
$385K 0.04%
8,343
-312
496
$383K 0.04%
7,805
+2,160
497
$381K 0.04%
16,514
-2,702
498
$381K 0.04%
20,789
-481
499
$380K 0.04%
9,046
+4
500
$379K 0.04%
947
-18
18 19
20
21 22