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
501
$385K 0.03%
+9,603
502
$378K 0.03%
12,734
-2,293
503
$378K 0.03%
+7,767
504
$377K 0.03%
20,969
-2,282
505
$374K 0.03%
20,152
+1,526
506
$373K 0.03%
2,150
-54
507
$372K 0.03%
2,635
-399
508
$369K 0.03%
9,886
-2,045
509
$368K 0.03%
12,442
+2,962
510
$368K 0.03%
2,893
-103
511
$367K 0.03%
1,423
-3,496
512
$366K 0.03%
7,721
-3,900
513
$365K 0.03%
9,321
-22,708
514
$365K 0.03%
+6,419
515
$364K 0.03%
+7,146
516
$363K 0.03%
6,921
-1,357
517
$362K 0.03%
7,705
+2,807
518
$359K 0.03%
1,843
-308
519
$358K 0.03%
+3,313
520
$358K 0.03%
927
-7
521
$358K 0.03%
3,101
+1,117
522
$358K 0.03%
+3,051
523
$357K 0.03%
12,394
-3,999
524
$356K 0.03%
11,616
-2,972
525
$354K 0.03%
1,129
-2,650
19 20
21
22 23