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
101
$2.15M 0.24%
43,936
-657
102
$2.11M 0.24%
10,753
-3,133
103
$2.09M 0.24%
17,136
-4,863
104
$2.04M 0.23%
40,410
+5,234
105
$2.03M 0.23%
12,276
+5,224
106
$2.02M 0.23%
46,388
+40,676
107
$2.01M 0.23%
61,444
+43,420
108
$2M 0.23%
41,823
-9,987
109
$1.99M 0.23%
24,703
+14,441
110
$1.97M 0.22%
33,128
+4,517
111
$1.96M 0.22%
57,147
-11,002
112
$1.95M 0.22%
1,481
+880
113
$1.95M 0.22%
10,693
+7,287
114
$1.93M 0.22%
35,501
-1,831
115
$1.92M 0.22%
35,940
+20,555
116
$1.92M 0.22%
59,715
-2,727
117
$1.88M 0.21%
24,668
-1,297
118
$1.88M 0.21%
9,281
-308
119
$1.86M 0.21%
3,752
-139
120
$1.86M 0.21%
67,830
-56,484
121
$1.84M 0.21%
13,595
+11,463
122
$1.82M 0.21%
7,545
-6,252
123
$1.82M 0.21%
100,110
-14,015
124
$1.81M 0.2%
17,042
-2,283
125
$1.81M 0.2%
5,089
-304
3 4
5
6 7