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
651
$261K 0.02%
562
-263
652
$260K 0.02%
1,099
-108
653
$260K 0.02%
4,398
-245
654
$259K 0.02%
813
-271
655
$258K 0.02%
804
+64
656
$256K 0.02%
8,365
-1,421
657
$256K 0.02%
2,548
-638
658
$256K 0.02%
1,854
-1,493
659
$255K 0.02%
3,304
+274
660
$251K 0.02%
4,229
-1,235
661
$251K 0.02%
563
-88
662
$250K 0.02%
1,002
-1,242
663
$250K 0.02%
4,017
-10,679
664
$249K 0.02%
605
-104
665
$249K 0.02%
5,160
-1,119
666
$249K 0.02%
12,686
-310
667
$248K 0.02%
+4,759
668
$247K 0.02%
10,394
+2,011
669
$246K 0.02%
3,166
-769
670
$246K 0.02%
8,741
+1,765
671
$243K 0.02%
5,081
+634
672
$242K 0.02%
+4,118
673
$238K 0.02%
2,234
+336
674
$238K 0.02%
+4,767
675
$238K 0.02%
2,121
-287
25 26
27
28 29