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
501
$375K 0.04%
10,373
-261
502
$374K 0.04%
6,040
-983
503
$372K 0.04%
2,240
-101
504
$372K 0.04%
4,486
-293
505
$371K 0.04%
6,426
-1,341
506
$371K 0.04%
12,311
-776
507
$367K 0.04%
7,884
+52
508
$366K 0.04%
19,318
-306
509
$366K 0.04%
+47,524
510
$365K 0.04%
11,352
+1,943
511
$365K 0.04%
5,121
-248
512
$364K 0.04%
9,708
-2,636
513
$362K 0.04%
+5,349
514
$361K 0.04%
10,546
-24,593
515
$361K 0.04%
2,420
-105
516
$359K 0.04%
2,615
-369
517
$359K 0.04%
4,522
-393
518
$359K 0.04%
3,893
-80
519
$359K 0.04%
10,212
+398
520
$358K 0.04%
4,154
-170
521
$356K 0.04%
12,671
-4,989
522
$356K 0.04%
+11,933
523
$356K 0.04%
7,107
-3,189
524
$355K 0.04%
4,495
-630
525
$354K 0.04%
5,427
-16,569
19 20
21
22 23