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
551
$335K 0.03%
2,335
+248
552
$335K 0.03%
1,839
-401
553
$335K 0.03%
4,542
-841
554
$334K 0.03%
132,675
+60,668
555
$334K 0.03%
3,266
+1,069
556
$334K 0.03%
2,256
-4,412
557
$333K 0.03%
3,341
-153
558
$333K 0.03%
18,318
-9,613
559
$333K 0.03%
2,004
-45
560
$331K 0.03%
4,599
-392
561
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+3,846
562
$330K 0.03%
17,184
-2,082
563
$330K 0.03%
2,274
-719
564
$329K 0.03%
+1,604
565
$327K 0.03%
11,433
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566
$327K 0.03%
1,523
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567
$325K 0.03%
6,499
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568
$323K 0.03%
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569
$322K 0.03%
+1,595
570
$320K 0.03%
5,436
-975
571
$320K 0.03%
5,346
-2,645
572
$319K 0.03%
26,586
-5,677
573
$319K 0.03%
10,154
+336
574
$319K 0.03%
52,753
+7,350
575
$318K 0.03%
2,159
+208
21 22
23
24 25