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
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%
72,733
-7,057
536
$341K 0.04%
+13,847
537
$341K 0.04%
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538
$341K 0.04%
5,299
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539
$339K 0.04%
3,192
+542
540
$336K 0.04%
13,004
+498
541
$333K 0.04%
11,673
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542
$333K 0.04%
6,402
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543
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4,857
-612
544
$332K 0.04%
1,770
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545
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993
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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
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