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
601
$257K 0.03%
1,972
+30
602
$257K 0.03%
7,050
+903
603
$257K 0.03%
5,122
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604
$252K 0.03%
12,705
-11,021
605
$252K 0.03%
944
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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
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+1,507
611
$245K 0.03%
4,423
-22,575
612
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4,345
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613
$243K 0.03%
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614
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9,471
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615
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616
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617
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$236K 0.03%
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620
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$234K 0.03%
7,800
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623
$234K 0.03%
16,530
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624
$234K 0.03%
2,247
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625
$233K 0.03%
9,460
+225
23 24
25
26 27