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
626
$223K 0.03%
+4,754
627
$223K 0.03%
2,936
-2,915
628
$222K 0.03%
7,010
-1,731
629
$221K 0.03%
+2,363
630
$221K 0.03%
+4,646
631
$220K 0.02%
1,396
-1,332
632
$220K 0.02%
+1,541
633
$220K 0.02%
+7,714
634
$219K 0.02%
1,308
+116
635
$218K 0.02%
11,774
-1,327
636
$218K 0.02%
+5,544
637
$217K 0.02%
47,888
+8,491
638
$217K 0.02%
7,264
-1,237
639
$216K 0.02%
+18,992
640
$216K 0.02%
+6,396
641
$216K 0.02%
+1,064
642
$214K 0.02%
2,235
-135
643
$213K 0.02%
+2,196
644
$212K 0.02%
10,510
-3,528
645
$210K 0.02%
5,750
-5,411
646
$209K 0.02%
+1,827
647
$208K 0.02%
+4,275
648
$208K 0.02%
1,450
-240
649
$208K 0.02%
2,507
-658
650
$207K 0.02%
+9,256
24 25
26
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