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
101
$2.03M 0.23%
34,211
-11,374
102
$1.99M 0.23%
9,112
+209
103
$1.98M 0.23%
22,728
-3,552
104
$1.98M 0.23%
14,101
+657
105
$1.96M 0.23%
12,666
-347
106
$1.96M 0.23%
9,717
+29
107
$1.95M 0.22%
6,967
+3,388
108
$1.93M 0.22%
75,173
+4,056
109
$1.93M 0.22%
18,423
+926
110
$1.93M 0.22%
35,543
+3,832
111
$1.87M 0.22%
13,143
+7,022
112
$1.86M 0.21%
24,770
+1,714
113
$1.83M 0.21%
182,785
-5
114
$1.8M 0.21%
26,824
-467
115
$1.8M 0.21%
61,045
+6,283
116
$1.79M 0.21%
27,191
-689
117
$1.78M 0.21%
33,376
-942
118
$1.78M 0.2%
20,619
-522
119
$1.77M 0.2%
37,296
-2,771
120
$1.77M 0.2%
13,893
-572
121
$1.77M 0.2%
3,502
-448
122
$1.75M 0.2%
3,704
-58
123
$1.74M 0.2%
27,606
+1,964
124
$1.73M 0.2%
21,406
-1,651
125
$1.73M 0.2%
26,437
+13,638
3 4
5
6 7