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
726
$201K 0.02%
3,507
-431
727
$201K 0.02%
+6,955
728
$199K 0.02%
15,974
+132
729
$194K 0.02%
+13,949
730
$193K 0.02%
+11,742
731
$192K 0.02%
13,235
-18,524
732
$184K 0.02%
11,676
-2,707
733
$180K 0.01%
61,624
+34,572
734
$180K 0.01%
15,015
-309
735
$179K 0.01%
+20,449
736
$179K 0.01%
21,284
+3,627
737
$178K 0.01%
18,194
+3,544
738
$177K 0.01%
17,850
+186
739
$176K 0.01%
28,774
+4,624
740
$167K 0.01%
13,305
+209
741
$164K 0.01%
+15,347
742
$142K 0.01%
14,509
+307
743
$135K 0.01%
34,161
-47,983
744
$129K 0.01%
20,849
-3,052
745
$125K 0.01%
11,216
-3,743
746
$101K 0.01%
10,090
-559
747
$98.5K 0.01%
17,305
-783
748
$88.9K 0.01%
16,900
+4,187
749
$82.4K 0.01%
60,139
+44,700
750
$79.3K 0.01%
19,877
-7,123
28 29
30
31 32