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
151
$1.49M 0.17%
13,536
-38,632
152
$1.48M 0.17%
24,993
+1,325
153
$1.48M 0.17%
5,096
+330
154
$1.46M 0.17%
60,221
-4,915
155
$1.46M 0.17%
7,962
-5
156
$1.45M 0.17%
12,865
+173
157
$1.44M 0.17%
76,013
-3,466
158
$1.42M 0.16%
111,090
-8,810
159
$1.42M 0.16%
20,815
-241
160
$1.42M 0.16%
85,157
-875
161
$1.4M 0.16%
15,928
-251
162
$1.39M 0.16%
29,153
+6,777
163
$1.39M 0.16%
12,408
-4,383
164
$1.39M 0.16%
22,479
+554
165
$1.38M 0.16%
30,456
+869
166
$1.38M 0.16%
10,955
-610
167
$1.36M 0.16%
47,840
+225
168
$1.36M 0.16%
9,382
-1,228
169
$1.34M 0.15%
23,055
+155
170
$1.32M 0.15%
27,981
-1,044
171
$1.32M 0.15%
3,882
+722
172
$1.31M 0.15%
3,958
+492
173
$1.3M 0.15%
43,330
+348
174
$1.29M 0.15%
11,058
-10,717
175
$1.29M 0.15%
4,405
+126
5 6
7
8 9