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
576
$272K 0.03%
+1,800
577
$271K 0.03%
1,067
-8
578
$269K 0.03%
3,146
-79
579
$269K 0.03%
+12,132
580
$268K 0.03%
6,220
-6,160
581
$267K 0.03%
+2,479
582
$264K 0.03%
+3,053
583
$263K 0.03%
3,262
-1,354
584
$263K 0.03%
2,719
-1,840
585
$263K 0.03%
3,779
-734
586
$263K 0.03%
5,817
-3,936
587
$260K 0.03%
+23,553
588
$259K 0.03%
+2,482
589
$258K 0.03%
9,470
-139
590
$258K 0.03%
6,142
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591
$257K 0.03%
9,601
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592
$257K 0.03%
8,596
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593
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594
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595
$256K 0.03%
14,601
-2,676
596
$255K 0.03%
2,916
-291
597
$255K 0.03%
10,030
-146
598
$254K 0.03%
+30,920
599
$251K 0.03%
3,549
-81
600
$250K 0.03%
19,444
+204
22 23
24
25 26