FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$6.32M
2
+$3.95M
3
+$2.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.32M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.19M

Top Sells

1
+$10.4M
2
+$4.85M
3
+$4.25M
4
TGT icon
Target
TGT
+$3.26M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.76M

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
526
$352K 0.04%
3,864
-1,715
527
$351K 0.04%
2,817
+278
528
$349K 0.04%
5,549
-146
529
$346K 0.04%
+47,411
530
$345K 0.04%
5,370
+423
531
$344K 0.04%
9,181
-861
532
$343K 0.04%
+4,480
533
$342K 0.04%
11,251
-36,010
534
$342K 0.04%
26,983
-1,502
535
$342K 0.04%
74,915
-7,268
536
$341K 0.04%
+13,847
537
$341K 0.04%
+9,427
538
$341K 0.04%
5,299
+52
539
$339K 0.04%
3,192
+542
540
$336K 0.04%
13,004
+498
541
$333K 0.04%
11,673
+368
542
$333K 0.04%
6,402
-314
543
$332K 0.04%
4,857
-612
544
$332K 0.04%
1,770
-218
545
$332K 0.04%
993
-83
546
$331K 0.04%
4,386
-240
547
$331K 0.04%
8,056
+125
548
$328K 0.04%
7,759
+459
549
$328K 0.04%
4,065
-741
550
$328K 0.04%
6,831
+2,416
20 21
22
23 24