FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
176
$1.29M 0.15%
15,606
-86
177
$1.28M 0.15%
12,084
-9,453
178
$1.27M 0.15%
20,089
-2,508
179
$1.26M 0.15%
32,967
-130
180
$1.25M 0.14%
12,593
-1,207
181
$1.25M 0.14%
10,572
-124
182
$1.25M 0.14%
+27,141
183
$1.25M 0.14%
78,419
-14,994
184
$1.25M 0.14%
+99,424
185
$1.25M 0.14%
28,784
-1,522
186
$1.24M 0.14%
53,625
+9,730
187
$1.24M 0.14%
7,018
+3,690
188
$1.23M 0.14%
28,085
-8,581
189
$1.23M 0.14%
+33,107
190
$1.23M 0.14%
+21,056
191
$1.23M 0.14%
+434,037
192
$1.21M 0.14%
8,177
-20,358
193
$1.19M 0.14%
+47,732
194
$1.18M 0.14%
27,469
-2,078
195
$1.18M 0.14%
35,704
-4,986
196
$1.18M 0.14%
+14,394
197
$1.18M 0.14%
+3,334
198
$1.17M 0.14%
23,419
+18,783
199
$1.17M 0.13%
+23,320
200
$1.17M 0.13%
12,533
-375
6 7
8
9 10