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
51
$3.68M 0.42%
49,577
-19,035
52
$3.67M 0.42%
81,394
-4,076
53
$3.52M 0.41%
168,877
+29,171
54
$3.32M 0.38%
26,330
-153
55
$3.29M 0.38%
24,404
+1,097
56
$3.28M 0.38%
16,170
+1,231
57
$3.22M 0.37%
14,302
+452
58
$3.12M 0.36%
38,114
+4,643
59
$3.02M 0.35%
65,836
-3,012
60
$3.02M 0.35%
31,398
-1,103
61
$3.01M 0.35%
124,327
-5,459
62
$3M 0.35%
59,798
+43,745
63
$2.98M 0.34%
121,296
-7,056
64
$2.97M 0.34%
43,335
+3,297
65
$2.96M 0.34%
26,169
+1,813
66
$2.91M 0.34%
28,467
-970
67
$2.88M 0.33%
35,827
+3,141
68
$2.87M 0.33%
25,707
-549
69
$2.86M 0.33%
21,061
+2,389
70
$2.84M 0.33%
28,725
+23,408
71
$2.83M 0.33%
127,550
-6,076
72
$2.8M 0.32%
9,180
-263
73
$2.76M 0.32%
67,611
-3,769
74
$2.76M 0.32%
13,289
-97
75
$2.71M 0.31%
11,991
+275
1 2
3
4 5