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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
$1.22B
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.95M
3
+$5.6M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.47M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.33M

Top Sells

1
+$14.2M
2
+$4.96M
3
+$4.95M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.05M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$2.8M

Sector Composition

1 Technology 9.59%
2 Healthcare 4.58%
3 Financials 3.44%
4 Industrials 3.11%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-898
877
– –
-3,950
878
– –
-339
879
– –
-13,881
880
– –
-802
881
– –
-15,811
882
– –
-1,733
883
– –
-10,153
884
– –
-11,607
885
– –
-6,545
886
– –
-2,955
887
– –
-4,185
888
– –
-2,119
32 33 34 35
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