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
676
$237K 0.02%
4,222
-214
677
$236K 0.02%
1,987
+35
678
$234K 0.02%
+1,264
679
$229K 0.02%
7,639
+433
680
$229K 0.02%
1,672
+13
681
$227K 0.02%
9,915
-289
682
$226K 0.02%
1,028
-218
683
$225K 0.02%
10,876
-44
684
$224K 0.02%
+4,657
685
$223K 0.02%
+6,755
686
$223K 0.02%
+1,590
687
$222K 0.02%
+5,773
688
$221K 0.02%
+5,829
689
$221K 0.02%
1,029
-123
690
$220K 0.02%
1,255
-5,160
691
$219K 0.02%
80,401
-14,143
692
$219K 0.02%
+2,998
693
$217K 0.02%
+15,069
694
$217K 0.02%
+9,406
695
$217K 0.02%
2,571
-8,313
696
$217K 0.02%
+1,189
697
$216K 0.02%
6,988
-46
698
$216K 0.02%
5,318
+196
699
$214K 0.02%
9,937
-244
700
$213K 0.02%
+1,531
26 27
28
29 30