FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$6.32M
2
+$3.95M
3
+$2.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.32M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.19M

Top Sells

1
+$10.4M
2
+$4.85M
3
+$4.25M
4
TGT icon
Target
TGT
+$3.26M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.76M

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
601
$257K 0.03%
1,972
+30
602
$257K 0.03%
7,050
+903
603
$257K 0.03%
5,122
+723
604
$252K 0.03%
12,705
-11,021
605
$252K 0.03%
944
-312
606
$252K 0.03%
4,735
-9
607
$252K 0.03%
+1,905
608
$250K 0.03%
+6,197
609
$248K 0.03%
+23,923
610
$246K 0.03%
+1,507
611
$245K 0.03%
4,423
-22,575
612
$243K 0.03%
4,345
+210
613
$243K 0.03%
3,318
-3
614
$242K 0.03%
9,471
+229
615
$240K 0.03%
1,222
-39
616
$237K 0.03%
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617
$236K 0.03%
9,107
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$236K 0.03%
1,284
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619
$235K 0.03%
6,010
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620
$235K 0.03%
10,684
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$235K 0.03%
1,153
-684
622
$234K 0.03%
7,800
-3,900
623
$234K 0.03%
16,530
-1,100
624
$234K 0.03%
2,247
-39
625
$233K 0.03%
9,460
+225
23 24
25
26 27