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
626
$281K 0.02%
4,656
-499
627
$281K 0.02%
9,040
-1,271
628
$277K 0.02%
+4,070
629
$277K 0.02%
2,154
-7
630
$273K 0.02%
120,930
-70,752
631
$273K 0.02%
622
-1,902
632
$273K 0.02%
+5,005
633
$271K 0.02%
1,956
-402
634
$271K 0.02%
+11,340
635
$270K 0.02%
4,912
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636
$270K 0.02%
5,968
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637
$269K 0.02%
4,296
-904
638
$267K 0.02%
+4,079
639
$266K 0.02%
8,377
-617
640
$266K 0.02%
5,185
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641
$266K 0.02%
5,470
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642
$265K 0.02%
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643
$264K 0.02%
17,281
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644
$264K 0.02%
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$264K 0.02%
69,735
+1,115
646
$263K 0.02%
3,266
-755
647
$263K 0.02%
2,732
-259
648
$262K 0.02%
8,145
+794
649
$262K 0.02%
2,924
-8,597
650
$261K 0.02%
7,795
+1,336
24 25
26
27 28