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
751
$79.1K 0.01%
5,914
+3,371
752
$53.1K ﹤0.01%
+10,795
753
$52.3K ﹤0.01%
+17,903
754
$48.2K ﹤0.01%
+11,577
755
$42.3K ﹤0.01%
+25,807
756
$41.6K ﹤0.01%
3,392
+598
757
$40.8K ﹤0.01%
23,989
+12,267
758
$33.3K ﹤0.01%
2,555
+609
759
$31.2K ﹤0.01%
+17,745
760
$27.5K ﹤0.01%
+10,775
761
$25.3K ﹤0.01%
+32,153
762
$24K ﹤0.01%
10,710
-850
763
$22.9K ﹤0.01%
33,052
-496
764
$19.2K ﹤0.01%
+104
765
$18.5K ﹤0.01%
+11,136
766
$17.6K ﹤0.01%
+11,411
767
$16.9K ﹤0.01%
899
+224
768
$14.6K ﹤0.01%
+12,502
769
$14K ﹤0.01%
+16,656
770
$13.1K ﹤0.01%
+13,744
771
$10.9K ﹤0.01%
+10,422
772
$9.67K ﹤0.01%
+113
773
– –
-4,729
774
– –
-4,511
775
– –
-9,275
29 30
31
32 33