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
701
$212K 0.02%
+13,319
702
$212K 0.02%
4,122
+22
703
$212K 0.02%
+3,732
704
$212K 0.02%
+8,763
705
$211K 0.02%
1,357
-738
706
$210K 0.02%
+50,647
707
$210K 0.02%
+10,328
708
$209K 0.02%
679
+92
709
$209K 0.02%
+362
710
$208K 0.02%
+7,484
711
$208K 0.02%
+2,381
712
$208K 0.02%
4,335
-2,443
713
$208K 0.02%
3,447
714
$207K 0.02%
139
-46
715
$207K 0.02%
+7,592
716
$207K 0.02%
+7,736
717
$206K 0.02%
2,844
-27
718
$205K 0.02%
3,540
-790
719
$205K 0.02%
+2,717
720
$204K 0.02%
+8,406
721
$204K 0.02%
2,873
-634
722
$201K 0.02%
+636
723
$201K 0.02%
+4,446
724
$201K 0.02%
+725
725
$201K 0.02%
+9,982
27 28
29
30 31