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
51
$4.79M 0.39%
26,259
-2,193
52
$4.61M 0.38%
59,704
-35,221
53
$4.52M 0.37%
42,390
+4,134
54
$4.43M 0.36%
51,712
-10,697
55
$4.12M 0.34%
80,311
-49,547
56
$3.96M 0.32%
81,306
+61,207
57
$3.88M 0.32%
3,789
-481
58
$3.84M 0.31%
69,709
+233
59
$3.77M 0.31%
143,117
+716
60
$3.56M 0.29%
42,445
-26,646
61
$3.47M 0.28%
3,828
-108
62
$3.45M 0.28%
73,199
+1,379
63
$3.4M 0.28%
86,075
-2,791
64
$3.36M 0.27%
66,613
-2,709
65
$3.27M 0.27%
34,865
-2,938
66
$3.07M 0.25%
10,123
-629
67
$3.07M 0.25%
59,145
-660
68
$3.01M 0.25%
50,106
-399
69
$2.96M 0.24%
117,536
+232
70
$2.93M 0.24%
24,013
+2,714
71
$2.89M 0.24%
14,515
+2,565
72
$2.85M 0.23%
100,527
+5,558
73
$2.85M 0.23%
16,380
+352
74
$2.83M 0.23%
6,412
-384
75
$2.8M 0.23%
97,519
+26,708
1 2
3
4 5