FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
576
$316K 0.03%
5,588
-174
577
$314K 0.03%
5,415
+1,768
578
$313K 0.03%
6,133
+132
579
$312K 0.03%
+1,285
580
$312K 0.03%
2,754
+299
581
$312K 0.03%
9,362
+2,035
582
$311K 0.03%
2,981
+673
583
$310K 0.03%
7,452
+138
584
$308K 0.03%
10,589
-20,631
585
$307K 0.03%
25,633
-33,461
586
$307K 0.03%
1,740
+153
587
$306K 0.03%
1,552
-123
588
$305K 0.03%
6,353
-955
589
$305K 0.03%
9,997
-4,361
590
$305K 0.02%
9,082
+1,762
591
$304K 0.02%
181
-11
592
$304K 0.02%
1,350
-426
593
$304K 0.02%
6,843
+213
594
$304K 0.02%
5,752
-11,011
595
$303K 0.02%
11,089
+403
596
$302K 0.02%
6,411
-728
597
$302K 0.02%
1,818
-94
598
$302K 0.02%
646
+98
599
$301K 0.02%
6,123
+870
600
$301K 0.02%
5,479
+134
22 23
24
25 26