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
76
$2.8M 0.23%
3,391
-842
77
$2.78M 0.23%
44,895
-5,418
78
$2.78M 0.23%
109,145
-4,086
79
$2.76M 0.23%
19,335
-4,179
80
$2.63M 0.22%
34,329
-18,596
81
$2.6M 0.21%
5,107
+84
82
$2.6M 0.21%
4,681
-12
83
$2.59M 0.21%
20,922
+2,857
84
$2.58M 0.21%
15,630
-4,322
85
$2.54M 0.21%
87,683
-7,858
86
$2.42M 0.2%
10,260
-497
87
$2.37M 0.19%
83,655
+2,536
88
$2.35M 0.19%
13,743
+2,176
89
$2.35M 0.19%
4,243
-64
90
$2.34M 0.19%
59,482
+825
91
$2.29M 0.19%
63,815
+1,014
92
$2.26M 0.19%
24,794
+118
93
$2.16M 0.18%
17,870
-1,663
94
$2.15M 0.18%
6,327
+23
95
$2.15M 0.18%
9,986
-7,798
96
$2.14M 0.18%
45,430
-8,802
97
$2.14M 0.17%
26,724
+2,882
98
$2.14M 0.17%
47,558
-19,438
99
$2.13M 0.17%
4,546
-25
100
$2.11M 0.17%
27,571
+612
2 3
4
5 6