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
$867M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$3.95M
3
+$2.31M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.19M

Top Sells

1
+$9.48M
2
+$4.85M
3
+$4.25M
4
TGT icon
Target
TGT
+$3.02M
5
IAC icon
IAC Inc
IAC
+$1.64M

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
76
$2.7M 0.31%
61,771
-1,530
77
$2.66M 0.31%
10,017
-114
78
$2.62M 0.3%
104,903
-13,228
79
$2.58M 0.3%
53,495
-3,493
80
$2.51M 0.29%
57,825
-3,793
81
$2.5M 0.29%
70,315
+4,314
82
$2.5M 0.29%
81,180
-3,285
83
$2.47M 0.28%
14,473
-323
84
$2.44M 0.28%
16,961
-504
85
$2.43M 0.28%
22,960
+3,822
86
$2.4M 0.28%
31,778
+4,573
87
$2.37M 0.27%
26,712
-1,803
88
$2.35M 0.27%
13,553
-87
89
$2.3M 0.26%
19,324
-2,830
90
$2.29M 0.26%
5,929
-169
91
$2.27M 0.26%
5,466
-210
92
$2.21M 0.26%
55,337
-112
93
$2.17M 0.25%
7,177
-207
94
$2.15M 0.25%
50,898
-2,277
95
$2.14M 0.25%
142,499
-16,371
96
$2.14M 0.25%
35,090
-635
97
$2.06M 0.24%
8,859
+373
98
$2.06M 0.24%
71,097
-3,523
99
$2.05M 0.24%
1,249
+95
100
$2.04M 0.24%
25,994
+168
2 3
4
5 6