FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$6.32M
2
+$3.95M
3
+$2.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.32M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.19M

Top Sells

1
+$10.4M
2
+$4.85M
3
+$4.25M
4
TGT icon
Target
TGT
+$3.26M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.76M

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
776
– –
-10,515
777
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-18,350
778
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-19,330
779
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-18,852
780
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-20,712
781
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-15,458
782
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-1,921
783
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-6
784
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-135,721
785
$0 ﹤0.01%
22,483
-201
786
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-258,937
787
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-4,796
788
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-27,370
789
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-171,916
790
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791
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792
$0 ﹤0.01%
17,029
-23
793
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-6,977
794
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-13,932
795
– –
-30,613
796
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-12,078
797
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-51,619
798
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-10,434
799
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-9,765
800
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-36,448
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