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
476
$429K 0.04%
3,128
-5,489
477
$429K 0.04%
3,553
+29
478
$427K 0.04%
5,188
+639
479
$426K 0.03%
5,470
-3,616
480
$424K 0.03%
16,252
+488
481
$422K 0.03%
14,299
-3,481
482
$420K 0.03%
7,754
-5,252
483
$419K 0.03%
12,359
-2,363
484
$415K 0.03%
6,264
-947
485
$414K 0.03%
+2,066
486
$413K 0.03%
3,016
-645
487
$411K 0.03%
4,137
+185
488
$410K 0.03%
3,162
+312
489
$409K 0.03%
1,653
-107
490
$408K 0.03%
2,895
-307
491
$407K 0.03%
7,775
+594
492
$405K 0.03%
10,307
-1,038
493
$400K 0.03%
619
-132
494
$399K 0.03%
9,885
-322
495
$396K 0.03%
10,522
+2,375
496
$392K 0.03%
18,730
+1,388
497
$389K 0.03%
+4,091
498
$388K 0.03%
24,925
+6,062
499
$387K 0.03%
3,650
+311
500
$387K 0.03%
+11,990
18 19
20
21 22