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
601
$249K 0.03%
4,952
-18,804
602
$249K 0.03%
2,579
-4,285
603
$249K 0.03%
4,177
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604
$247K 0.03%
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605
$246K 0.03%
+1,245
606
$245K 0.03%
11,198
-29,835
607
$242K 0.03%
9,617
-2,564
608
$242K 0.03%
3,281
-1,135
609
$240K 0.03%
1,005
-81
610
$238K 0.03%
+17,195
611
$238K 0.03%
8,507
-1,481
612
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11,323
-2,011
613
$235K 0.03%
4,997
-2,329
614
$234K 0.03%
+1,185
615
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616
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618
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2,282
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619
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620
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+2,907
622
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1,142
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623
$228K 0.03%
7,179
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624
$227K 0.03%
5,627
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625
$224K 0.03%
5,536
-1,032
23 24
25
26 27