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
676
$125K 0.01%
+4,165
677
$113K 0.01%
+19,621
678
$111K 0.01%
2,200
-644
679
$109K 0.01%
38,003
+3,673
680
$105K 0.01%
+21,386
681
$104K 0.01%
11,892
+382
682
$102K 0.01%
15,564
-916
683
$99.5K 0.01%
+12,938
684
$88.8K 0.01%
10,853
-1,067
685
$85.2K 0.01%
19,817
-713
686
$79.7K 0.01%
15,064
-226,038
687
$68.4K 0.01%
10,105
-193,987
688
$51.8K 0.01%
+19,097
689
$40K ﹤0.01%
15,275
-2,932
690
$37.9K ﹤0.01%
+10,274
691
$32.4K ﹤0.01%
21,305
+5,337
692
$32K ﹤0.01%
23,737
-1,948
693
$29.3K ﹤0.01%
13,489
-732
694
$23.6K ﹤0.01%
10,478
-1,062
695
$21.7K ﹤0.01%
2,209
-73
696
$13.2K ﹤0.01%
21,847
+1,085
697
$6.56K ﹤0.01%
22
698
– –
-20,806
699
– –
-12,774
700
– –
-3,428
26 27
28
29 30