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
$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
601
$301K 0.02%
2,902
+243
602
$301K 0.02%
18,973
-25,133
603
$298K 0.02%
5,584
+524
604
$297K 0.02%
10,976
+1,943
605
$296K 0.02%
19,133
+1,685
606
$295K 0.02%
7,189
+304
607
$294K 0.02%
32,653
+7,523
608
$292K 0.02%
193,577
+56,057
609
$292K 0.02%
14,848
+1,558
610
$291K 0.02%
2,377
+71
611
$289K 0.02%
5,434
+741
612
$289K 0.02%
3,310
-163
613
$287K 0.02%
+744
614
$287K 0.02%
2,919
-605
615
$286K 0.02%
1,224
-17
616
$286K 0.02%
+9,523
617
$285K 0.02%
8,072
-1,959
618
$284K 0.02%
2,417
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619
$284K 0.02%
695
+12
620
$283K 0.02%
2,851
-1,162
621
$283K 0.02%
3,957
+505
622
$283K 0.02%
5,205
+362
623
$282K 0.02%
+4,765
624
$282K 0.02%
9,906
+2,060
625
$281K 0.02%
6,214
-43
23 24
25
26 27