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
701
$67.2K 0.01%
27,331
+16,836
702
$64.6K 0.01%
41,557
-5,355
703
$56.5K 0.01%
21,230
-776
704
$56.3K 0.01%
+11,313
705
$51.7K 0.01%
15,059
-1,446
706
$49.5K 0.01%
11,003
-269
707
$48.6K 0.01%
2,348
-151
708
$44.9K 0.01%
12,828
+2,144
709
$37K ﹤0.01%
6,404
-260
710
$36.8K ﹤0.01%
747
-29
711
$33.3K ﹤0.01%
14,240
-779
712
$24.2K ﹤0.01%
10,452
-319
713
$19.4K ﹤0.01%
+10,283
714
$19.3K ﹤0.01%
22
-2
715
$18.6K ﹤0.01%
1,791
-70
716
$17.7K ﹤0.01%
10,121
-367
717
$13.2K ﹤0.01%
25,014
-4,830
718
$11K ﹤0.01%
+379
719
$10.9K ﹤0.01%
10,987
-64
720
$10.7K ﹤0.01%
1,334
-92
721
$6.68K ﹤0.01%
+1,692
722
$1.57K ﹤0.01%
539
-26
723
– –
-6,977
724
– –
-30,697
725
– –
-16,902
27 28
29
30 31