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
$885M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.5M
3
+$9.27M
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$6.41M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.18M

Top Sells

1
+$12.3M
2
+$6.39M
3
+$6.06M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$4.19M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.63M

Sector Composition

1 Technology 11.28%
2 Healthcare 7.76%
3 Financials 5.69%
4 Industrials 5.12%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.29%
55,363
-787
77
$2.54M 0.29%
13,635
+1,474
78
$2.51M 0.28%
12,935
+8,403
79
$2.5M 0.28%
21,889
-107,965
80
$2.47M 0.28%
10,007
+526
81
$2.45M 0.28%
79,030
-67,280
82
$2.43M 0.27%
59,523
+4,485
83
$2.41M 0.27%
25,898
-1,694
84
$2.36M 0.27%
47,601
-35,366
85
$2.36M 0.27%
5,914
-907
86
$2.36M 0.27%
25,744
-365
87
$2.35M 0.27%
12,233
-2,210
88
$2.33M 0.26%
20,367
-3,485
89
$2.33M 0.26%
11,019
-2,165
90
$2.33M 0.26%
10,201
-8,494
91
$2.31M 0.26%
8,059
-141
92
$2.31M 0.26%
34,581
+19,454
93
$2.29M 0.26%
89,675
-84,486
94
$2.29M 0.26%
11,189
-2,695
95
$2.28M 0.26%
13,995
-1,857
96
$2.26M 0.25%
47,324
-3,477
97
$2.25M 0.25%
+37,549
98
$2.21M 0.25%
59,377
+4,189
99
$2.2M 0.25%
23,704
-802
100
$2.17M 0.24%
22,969
-1,465
2 3
4
5 6