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
526
$327K 0.04%
+846
527
$326K 0.04%
+2,487
528
$324K 0.04%
19,570
-1,233
529
$323K 0.04%
58,806
+4,227
530
$323K 0.04%
6,300
-3,262
531
$323K 0.04%
18,713
-405
532
$322K 0.04%
+30,655
533
$321K 0.04%
5,863
-956
534
$320K 0.04%
8,171
-5,071
535
$319K 0.04%
13,523
-5,537
536
$319K 0.04%
+10,086
537
$315K 0.04%
7,841
-1,079
538
$315K 0.04%
9,099
+2,992
539
$314K 0.04%
917
-133
540
$314K 0.04%
7,958
-9,060
541
$310K 0.04%
13,466
-6,141
542
$310K 0.04%
+12,614
543
$309K 0.04%
11,767
-5,264
544
$309K 0.04%
23,855
+2,628
545
$308K 0.03%
3,510
-363
546
$306K 0.03%
5,185
-3,536
547
$306K 0.03%
7,729
-3,652
548
$306K 0.03%
+853
549
$303K 0.03%
19,122
-797
550
$302K 0.03%
11,206
-1,827
20 21
22
23 24