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
126
$1.81M 0.15%
21,067
-1,120
127
$1.8M 0.15%
16,353
+6,250
128
$1.8M 0.15%
3,287
-9,417
129
$1.78M 0.15%
2,710
+213
130
$1.76M 0.14%
34,667
-9,892
131
$1.75M 0.14%
43,400
-11,033
132
$1.74M 0.14%
18,614
-12,795
133
$1.73M 0.14%
8,890
-5,346
134
$1.71M 0.14%
53,006
+1,423
135
$1.69M 0.14%
5,490
-170
136
$1.69M 0.14%
15,808
-11,792
137
$1.69M 0.14%
7,854
-1,648
138
$1.68M 0.14%
5,369
+994
139
$1.68M 0.14%
32,891
-1,334
140
$1.67M 0.14%
119,163
+9,088
141
$1.66M 0.14%
24,451
+4,610
142
$1.64M 0.13%
2,911
-83
143
$1.63M 0.13%
8,437
+1,713
144
$1.61M 0.13%
77,052
-115,314
145
$1.61M 0.13%
44,005
-8,895
146
$1.6M 0.13%
+75,455
147
$1.58M 0.13%
18,786
-3,835
148
$1.56M 0.13%
15,846
+6,506
149
$1.56M 0.13%
44,393
-3,195
150
$1.55M 0.13%
7,667
-1,770
4 5
6
7 8