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
101
$2.11M 0.17%
25,740
+860
102
$2.1M 0.17%
7,805
-4,400
103
$2.08M 0.17%
2,450
-409
104
$2.07M 0.17%
8,948
-847
105
$2.06M 0.17%
6,608
-959
106
$2.06M 0.17%
27,558
-35,715
107
$2.06M 0.17%
4,121
-123
108
$2.05M 0.17%
85,222
-73,284
109
$2.04M 0.17%
26,088
+209
110
$2.03M 0.17%
21,878
+107
111
$2.03M 0.17%
79,526
+36,706
112
$2.03M 0.17%
11,819
+1,464
113
$2.01M 0.16%
26,261
-1,271
114
$2.01M 0.16%
80,000
-708
115
$1.99M 0.16%
94,676
+11,028
116
$1.98M 0.16%
7,553
+779
117
$1.98M 0.16%
15,279
+8,566
118
$1.95M 0.16%
+88,513
119
$1.94M 0.16%
4,051
+1,990
120
$1.88M 0.15%
14,571
-11,882
121
$1.88M 0.15%
39,570
+1,011
122
$1.87M 0.15%
2,774
-154
123
$1.86M 0.15%
3,865
+186
124
$1.84M 0.15%
27,019
+231
125
$1.84M 0.15%
5,336
+480
3 4
5
6 7