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
51
$3.49M 0.39%
69,700
+62,640
52
$3.47M 0.39%
31,614
+12,894
53
$3.34M 0.38%
63,956
+11,146
54
$3.33M 0.38%
131,976
+15,480
55
$3.31M 0.37%
52,632
+14,380
56
$3.31M 0.37%
113,390
-107,880
57
$3.28M 0.37%
86,300
+56,933
58
$3.25M 0.37%
135,774
-29,516
59
$3.2M 0.36%
11,217
-2,535
60
$3.18M 0.36%
19,279
-4,551
61
$3.16M 0.36%
4,643
-327
62
$3.15M 0.36%
29,634
-1,197
63
$3.09M 0.35%
38,295
+13,633
64
$2.95M 0.33%
58,354
-43,485
65
$2.91M 0.33%
6,592
+4,486
66
$2.84M 0.32%
66,666
-57,567
67
$2.82M 0.32%
+144,569
68
$2.76M 0.31%
14,778
-2,244
69
$2.72M 0.31%
26,305
+669
70
$2.66M 0.3%
82,005
+23,602
71
$2.65M 0.3%
1,001
-181
72
$2.63M 0.3%
+81,016
73
$2.63M 0.3%
57,481
-8,561
74
$2.58M 0.29%
68,865
-63,905
75
$2.54M 0.29%
25,946
-11,907
1 2
3
4 5