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
851
– –
-6,259
852
– –
-6,421
853
– –
-11,785
854
– –
-10,334
855
– –
-7,817
856
– –
-23,893
857
– –
-5,978
858
– –
-13,251
859
– –
-3,387
860
– –
-9,988
861
– –
-665
862
– –
-3,754
863
– –
-39,886
864
– –
-4,864
865
– –
-10,229
866
– –
-10,694
867
– –
-38,027
868
– –
-1,525
869
– –
-13,331
870
– –
-52,045
871
– –
-898
872
– –
-14,648
873
– –
-5,358
874
– –
-4,849
875
– –
-3,950
32 33 34
35
36