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
676
$201K 0.02%
+5,214
677
$193K 0.02%
38,757
-199,396
678
$170K 0.02%
31,143
+2,484
679
$162K 0.02%
12,394
-797
680
$158K 0.02%
21,321
-29,643
681
$150K 0.02%
37,892
+7,738
682
$142K 0.02%
13,248
-1,999
683
$140K 0.02%
57,562
-1,361
684
$136K 0.02%
11,330
-15,674
685
$127K 0.01%
13,910
-605
686
$125K 0.01%
15,560
+1,304
687
$124K 0.01%
21,589
-12,150
688
$122K 0.01%
19,766
-892
689
$116K 0.01%
47,027
+3,523
690
$111K 0.01%
31,740
+2,718
691
$110K 0.01%
+15,593
692
$104K 0.01%
933
-38
693
$103K 0.01%
27,918
-5,260
694
$95.1K 0.01%
16,711
-2,027
695
$93.9K 0.01%
19,637
-832
696
$90.7K 0.01%
+14,826
697
$86.6K 0.01%
+12,861
698
$74.9K 0.01%
+12,906
699
$68.3K 0.01%
11,922
-478
700
$67.4K 0.01%
12,100
-999
26 27
28
29 30