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
126
$1.8M 0.2%
47,556
+12,656
127
$1.8M 0.2%
48,071
+4,203
128
$1.8M 0.2%
10,774
-938
129
$1.78M 0.2%
18,459
+16,279
130
$1.76M 0.2%
15,964
+3,192
131
$1.74M 0.2%
2,116
-78
132
$1.74M 0.2%
15,243
+12,030
133
$1.72M 0.19%
+21,682
134
$1.71M 0.19%
+14,694
135
$1.71M 0.19%
27,954
+4,024
136
$1.7M 0.19%
3,605
+520
137
$1.7M 0.19%
117,239
-3,182
138
$1.69M 0.19%
13,222
-580
139
$1.67M 0.19%
47,016
-8,599
140
$1.67M 0.19%
17,412
+286
141
$1.66M 0.19%
339,026
-25,996
142
$1.66M 0.19%
26,141
-1,162
143
$1.65M 0.19%
146,151
-19,231
144
$1.64M 0.19%
12,296
+4,182
145
$1.64M 0.19%
19,781
-4,297
146
$1.64M 0.19%
34,253
-76,010
147
$1.6M 0.18%
12,557
+9,891
148
$1.59M 0.18%
+44,398
149
$1.58M 0.18%
19,204
-1,510
150
$1.58M 0.18%
+26,269
4 5
6
7 8