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
176
$1.34M 0.15%
25,411
+18,372
177
$1.34M 0.15%
13,978
-1,306
178
$1.33M 0.15%
10,267
-1,891
179
$1.33M 0.15%
11,547
-3,038
180
$1.32M 0.15%
77,776
+2,365
181
$1.31M 0.15%
34,922
-3,158
182
$1.3M 0.15%
12,801
+7,698
183
$1.29M 0.15%
3,534
-3,384
184
$1.29M 0.15%
+15,148
185
$1.29M 0.15%
58,104
+3,726
186
$1.28M 0.14%
+18,878
187
$1.27M 0.14%
31,205
+796
188
$1.26M 0.14%
228,063
+195,500
189
$1.25M 0.14%
13,499
-1,712
190
$1.25M 0.14%
3,029
+886
191
$1.24M 0.14%
+15,626
192
$1.24M 0.14%
4,038
-1,487
193
$1.22M 0.14%
15,851
-9,315
194
$1.22M 0.14%
33,230
-968
195
$1.22M 0.14%
+35,754
196
$1.22M 0.14%
+27,759
197
$1.21M 0.14%
+110,596
198
$1.21M 0.14%
19,418
-4,329
199
$1.2M 0.14%
+7,955
200
$1.19M 0.13%
14,752
-5,246
6 7
8
9 10