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
526
$353K 0.03%
2,327
-674
527
$352K 0.03%
6,635
-3,787
528
$352K 0.03%
2,684
-481
529
$351K 0.03%
1,120
-256
530
$351K 0.03%
3,787
-71
531
$351K 0.03%
22,321
-2,157
532
$350K 0.03%
16,366
+2,030
533
$348K 0.03%
22,630
+6,092
534
$347K 0.03%
17,460
+678
535
$347K 0.03%
8,365
+282
536
$346K 0.03%
1,702
-110
537
$346K 0.03%
9,299
+683
538
$346K 0.03%
2,218
-478
539
$346K 0.03%
6,790
-2,671
540
$345K 0.03%
3,756
-2,528
541
$344K 0.03%
5,038
-10,133
542
$343K 0.03%
10,169
-268
543
$342K 0.03%
14,506
+360
544
$342K 0.03%
+2,344
545
$342K 0.03%
4,358
-198
546
$340K 0.03%
17,278
+4,198
547
$339K 0.03%
17,694
-9,276
548
$338K 0.03%
3,621
+215
549
$337K 0.03%
2,316
-49
550
$336K 0.03%
428
-230
20 21
22
23 24