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
126
$1.71M 0.2%
81,582
+43,522
127
$1.7M 0.2%
65,822
-1,945
128
$1.68M 0.19%
38,741
-1,708
129
$1.67M 0.19%
51,135
-8,472
130
$1.64M 0.19%
+17,894
131
$1.62M 0.19%
34,787
+16,642
132
$1.6M 0.18%
13,048
+506
133
$1.58M 0.18%
5,885
-206
134
$1.55M 0.18%
25,698
+266
135
$1.53M 0.18%
5,678
+56
136
$1.53M 0.18%
17,846
+850
137
$1.53M 0.18%
21,184
+234
138
$1.53M 0.18%
16,000
+10,953
139
$1.52M 0.18%
71,022
-13,221
140
$1.52M 0.18%
59,423
+4,093
141
$1.52M 0.18%
11,325
+564
142
$1.52M 0.18%
61,167
-3,996
143
$1.52M 0.18%
7,794
+92
144
$1.52M 0.18%
2,203
+232
145
$1.51M 0.17%
+56,117
146
$1.5M 0.17%
10,183
-845
147
$1.5M 0.17%
47,442
-5,295
148
$1.49M 0.17%
8,080
+5,663
149
$1.49M 0.17%
91,336
150
$1.49M 0.17%
24,316
-4,610
4 5
6
7 8