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
476
$391K 0.04%
8,648
-67
477
$391K 0.04%
10,267
-127
478
$389K 0.04%
1,738
-793
479
$389K 0.04%
1,797
-298
480
$388K 0.04%
2,648
-385
481
$386K 0.04%
15,065
-5,568
482
$385K 0.04%
10,289
-756
483
$382K 0.04%
+3,468
484
$381K 0.04%
49,472
+30,188
485
$381K 0.04%
3,476
-3,002
486
$381K 0.04%
4,968
-4,541
487
$379K 0.04%
+791
488
$377K 0.04%
6,498
+1,012
489
$376K 0.04%
19,536
-11,483
490
$376K 0.04%
17,700
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491
$374K 0.04%
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492
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3,798
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493
$369K 0.04%
7,081
-11,657
494
$368K 0.04%
2,544
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495
$368K 0.04%
+9,142
496
$361K 0.04%
+1,074
497
$361K 0.04%
10,542
-4,989
498
$360K 0.04%
5,342
+906
499
$359K 0.04%
+71,514
500
$359K 0.04%
15,985
+6,855
18 19
20
21 22