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
501
$357K 0.04%
1,771
+574
502
$355K 0.04%
13,092
-23,471
503
$352K 0.04%
3,943
+117
504
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4,189
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505
$348K 0.04%
7,716
-3,415
506
$347K 0.04%
+6,799
507
$345K 0.04%
6,684
-784
508
$345K 0.04%
14,940
-1,674
509
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31,769
-2,920
510
$341K 0.04%
3,713
-48
511
$341K 0.04%
1,781
-266
512
$340K 0.04%
11,631
-2,722
513
$340K 0.04%
1,613
-1,059
514
$339K 0.04%
7,199
-1,296
515
$339K 0.04%
42,487
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516
$337K 0.04%
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517
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1,109
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518
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35,035
+10,926
519
$337K 0.04%
12,304
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520
$336K 0.04%
12,029
-767
521
$334K 0.04%
+8,650
522
$333K 0.04%
3,051
-4,070
523
$330K 0.04%
17,798
-8,718
524
$330K 0.04%
12,565
-321
525
$327K 0.04%
9,588
-476
19 20
21
22 23