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
176
$1.34M 0.11%
79,064
+2,145
177
$1.34M 0.11%
30,542
-5,431
178
$1.34M 0.11%
15,168
-238
179
$1.33M 0.11%
9,442
-373
180
$1.33M 0.11%
51,994
+28,073
181
$1.33M 0.11%
4,023
+2,149
182
$1.32M 0.11%
28,677
-3,096
183
$1.31M 0.11%
2,197
+170
184
$1.31M 0.11%
32,183
+839
185
$1.29M 0.11%
107,466
+8,776
186
$1.29M 0.11%
8,259
-4,022
187
$1.28M 0.11%
7,394
+4,705
188
$1.28M 0.1%
6,082
+195
189
$1.27M 0.1%
12,729
-2,236
190
$1.26M 0.1%
24,881
+17,798
191
$1.26M 0.1%
23,494
+17,185
192
$1.26M 0.1%
51,684
-42,862
193
$1.25M 0.1%
4,307
-426
194
$1.23M 0.1%
29,452
+125
195
$1.23M 0.1%
11,905
+273
196
$1.22M 0.1%
7,397
-73
197
$1.22M 0.1%
19,817
+1,043
198
$1.22M 0.1%
12,312
+1,577
199
$1.2M 0.1%
4,713
-1,499
200
$1.19M 0.1%
8,185
+4,447
6 7
8
9 10