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
151
$1.55M 0.13%
3,807
-352
152
$1.55M 0.13%
8,437
+513
153
$1.53M 0.13%
35,695
+20,512
154
$1.52M 0.12%
19,489
+12,759
155
$1.51M 0.12%
38,110
+3,245
156
$1.51M 0.12%
28,171
+421
157
$1.51M 0.12%
9,606
+5,517
158
$1.5M 0.12%
21,374
-15,402
159
$1.49M 0.12%
375
-18
160
$1.48M 0.12%
35,692
+16,179
161
$1.48M 0.12%
10,128
-2,587
162
$1.46M 0.12%
6,494
+2,572
163
$1.45M 0.12%
5,818
+331
164
$1.45M 0.12%
7,314
-1,806
165
$1.44M 0.12%
8,905
+593
166
$1.43M 0.12%
8,444
-2,484
167
$1.41M 0.12%
5,392
-107
168
$1.4M 0.11%
4,213
+487
169
$1.4M 0.11%
3,649
-460
170
$1.39M 0.11%
27,955
-8,906
171
$1.39M 0.11%
39,559
+22,039
172
$1.37M 0.11%
+33,413
173
$1.37M 0.11%
+28,221
174
$1.36M 0.11%
13,679
+20
175
$1.36M 0.11%
25,062
-10,118
5 6
7
8 9