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
151
$1.57M 0.18%
20,566
-14,693
152
$1.56M 0.18%
11,003
-2,602
153
$1.55M 0.18%
+31,339
154
$1.55M 0.17%
7,238
-1,164
155
$1.54M 0.17%
22,517
-1,796
156
$1.53M 0.17%
19,584
+2,216
157
$1.53M 0.17%
43,683
-2,621
158
$1.52M 0.17%
9,921
-63
159
$1.51M 0.17%
11,188
+137
160
$1.51M 0.17%
31,105
-86,342
161
$1.5M 0.17%
11,479
-4,068
162
$1.49M 0.17%
5,514
-2,006
163
$1.49M 0.17%
10,531
-1,965
164
$1.48M 0.17%
+24,262
165
$1.47M 0.17%
+18,257
166
$1.47M 0.17%
58,760
-993
167
$1.46M 0.16%
19,773
-792
168
$1.45M 0.16%
11,812
-608
169
$1.44M 0.16%
4,582
-913
170
$1.44M 0.16%
4,561
-479
171
$1.41M 0.16%
41,430
-35,895
172
$1.41M 0.16%
14,189
-7,944
173
$1.41M 0.16%
9,060
-486
174
$1.37M 0.15%
39,937
+25,945
175
$1.35M 0.15%
32,598
-627
5 6
7
8 9