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
$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
201
$1.16M 0.13%
12,169
+1,445
202
$1.16M 0.13%
+10,900
203
$1.16M 0.13%
8,055
+1,366
204
$1.16M 0.13%
30,491
-481
205
$1.16M 0.13%
36,542
-4,163
206
$1.15M 0.13%
+19,769
207
$1.15M 0.13%
87,296
+3,297
208
$1.15M 0.13%
+21,671
209
$1.15M 0.13%
+8,508
210
$1.15M 0.13%
26,253
-5,839
211
$1.14M 0.13%
39,004
+955
212
$1.14M 0.13%
5,376
+216
213
$1.14M 0.13%
15,005
-5,799
214
$1.13M 0.13%
18,201
-239
215
$1.13M 0.13%
103,357
+29,299
216
$1.13M 0.13%
+13,215
217
$1.13M 0.13%
13,745
-918
218
$1.12M 0.13%
+39,090
219
$1.11M 0.13%
3,432
-1,603
220
$1.11M 0.13%
+20,265
221
$1.11M 0.13%
12,214
-2,945
222
$1.11M 0.13%
31,228
+11,457
223
$1.11M 0.13%
4,775
+3,432
224
$1.1M 0.13%
47,314
+1,438
225
$1.1M 0.13%
57,235
-2,700
7 8
9
10 11