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
651
$207K 0.02%
4,405
-6,667
652
$205K 0.02%
4,534
-423
653
$204K 0.02%
34,929
+13,921
654
$204K 0.02%
3,934
-25,089
655
$204K 0.02%
+1,293
656
$203K 0.02%
2,744
-204
657
$202K 0.02%
+2,785
658
$201K 0.02%
+82
659
$201K 0.02%
+1,330
660
$201K 0.02%
+3,627
661
$200K 0.02%
+3,116
662
$200K 0.02%
+13,801
663
$179K 0.02%
28,035
+10,641
664
$176K 0.02%
+13,496
665
$172K 0.02%
41,976
-14,447
666
$168K 0.02%
+12,113
667
$164K 0.02%
13,004
+1,053
668
$149K 0.02%
34,559
-2,661
669
$142K 0.02%
13,999
-581
670
$137K 0.02%
+13,628
671
$137K 0.02%
11,792
-709
672
$135K 0.02%
11,219
-959
673
$132K 0.01%
17,924
-993
674
$129K 0.01%
+10,380
675
$129K 0.01%
+21,266
25 26
27
28 29