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
551
$327K 0.04%
4,091
-773
552
$327K 0.04%
3,085
-343
553
$326K 0.04%
5,333
+84
554
$316K 0.04%
6,945
-1,037
555
$316K 0.04%
4,931
+229
556
$315K 0.04%
+2,349
557
$315K 0.04%
10,143
-307
558
$315K 0.04%
4,626
+241
559
$313K 0.04%
5,500
-703
560
$310K 0.04%
6,407
-249
561
$310K 0.04%
4,713
+1,921
562
$308K 0.04%
14,319
-1,297
563
$307K 0.04%
3,622
-662
564
$307K 0.04%
4,720
-568
565
$306K 0.04%
11,130
-6,394
566
$305K 0.04%
13,137
-36,440
567
$301K 0.03%
+26,180
568
$301K 0.03%
3,686
+283
569
$300K 0.03%
12,296
+2,368
570
$298K 0.03%
1,589
-340
571
$297K 0.03%
17,844
-3,914
572
$296K 0.03%
8,490
-2,470
573
$295K 0.03%
4,649
-536
574
$294K 0.03%
6,707
+1,251
575
$293K 0.03%
18,198
+3,612
21 22
23
24 25