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
576
$292K 0.03%
+15,187
577
$292K 0.03%
5,938
-249
578
$292K 0.03%
17,704
-12,911
579
$290K 0.03%
2,529
580
$289K 0.03%
4,750
-744
581
$287K 0.03%
14,083
+612
582
$285K 0.03%
8,599
+671
583
$281K 0.03%
5,720
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584
$280K 0.03%
5,779
-34
585
$279K 0.03%
8,162
+124
586
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4,216
-69
587
$277K 0.03%
10,910
+821
588
$276K 0.03%
14,688
+305
589
$275K 0.03%
28,828
-2,606
590
$274K 0.03%
565
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591
$273K 0.03%
6,182
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592
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593
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2,026
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594
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595
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9,711
-217
596
$267K 0.03%
6,080
-138
597
$263K 0.03%
20,480
+1,579
598
$263K 0.03%
3,680
-398
599
$260K 0.03%
2,538
-311
600
$259K 0.03%
5,628
-4,005
22 23
24
25 26