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
651
$219K 0.03%
2,944
-1,919
652
$217K 0.03%
3,008
-85
653
$216K 0.02%
+4,922
654
$215K 0.02%
3,501
+344
655
$215K 0.02%
6,394
-30,314
656
$213K 0.02%
4,269
-136
657
$213K 0.02%
+4,086
658
$212K 0.02%
+38,510
659
$211K 0.02%
+3,917
660
$209K 0.02%
975
+70
661
$208K 0.02%
84,171
-19,012
662
$208K 0.02%
3,788
-5
663
$208K 0.02%
+191
664
$207K 0.02%
4,263
-5,048
665
$206K 0.02%
1,380
-415
666
$206K 0.02%
2,494
-265
667
$206K 0.02%
7,251
-3,531
668
$206K 0.02%
3,488
-910
669
$205K 0.02%
951
-4
670
$205K 0.02%
+2,349
671
$204K 0.02%
1,377
-181
672
$203K 0.02%
+731
673
$203K 0.02%
+1,633
674
$202K 0.02%
+490
675
$202K 0.02%
27,645
+9,532
25 26
27
28 29