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
551
$300K 0.03%
1,138
-824
552
$300K 0.03%
2,444
-8,465
553
$299K 0.03%
5,131
-4,164
554
$298K 0.03%
12,247
-1,271
555
$297K 0.03%
1,321
-914
556
$297K 0.03%
10,093
-5,496
557
$293K 0.03%
1,881
+115
558
$293K 0.03%
+1,899
559
$290K 0.03%
2,388
-1,914
560
$290K 0.03%
2,170
-3,057
561
$289K 0.03%
+7,682
562
$288K 0.03%
5,730
-5,118
563
$288K 0.03%
2,303
-1,747
564
$287K 0.03%
1,975
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$287K 0.03%
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566
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567
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568
$285K 0.03%
64,367
-8,354
569
$283K 0.03%
16,239
-668
570
$281K 0.03%
2,129
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571
$280K 0.03%
9,672
-2,602
572
$278K 0.03%
26,557
-1,501
573
$276K 0.03%
+10,949
574
$276K 0.03%
3,778
+367
575
$275K 0.03%
31,760
+5,788
21 22
23
24 25