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
626
$233K 0.03%
2,747
-18
627
$233K 0.03%
20,418
+9,149
628
$232K 0.03%
14,903
+3,501
629
$232K 0.03%
3,655
-932
630
$231K 0.03%
3,792
-320
631
$231K 0.03%
1,700
+25
632
$230K 0.03%
+6,686
633
$230K 0.03%
9,425
+226
634
$229K 0.03%
+1,584
635
$229K 0.03%
+2,809
636
$228K 0.03%
+1,663
637
$227K 0.03%
6,420
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638
$227K 0.03%
9,940
+244
639
$226K 0.03%
3,825
-150
640
$225K 0.03%
9,854
-461
641
$225K 0.03%
9,840
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642
$224K 0.03%
3,637
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643
$224K 0.03%
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644
$224K 0.03%
1,339
-32
645
$223K 0.03%
10,006
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646
$223K 0.03%
2,320
-100
647
$223K 0.03%
+18,733
648
$223K 0.03%
+2,064
649
$221K 0.03%
19,693
+4,692
650
$219K 0.03%
10,374
-2,456
24 25
26
27 28