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
201
$1.18M 0.13%
17,298
-13,471
202
$1.17M 0.13%
+52,165
203
$1.17M 0.13%
17,502
+1,348
204
$1.16M 0.13%
3,245
-451
205
$1.15M 0.13%
25,238
-140,230
206
$1.15M 0.13%
60,957
-6,783
207
$1.15M 0.13%
93,684
-31,548
208
$1.14M 0.13%
91,443
+32,593
209
$1.14M 0.13%
5,699
-1,326
210
$1.13M 0.13%
23,512
-4,264
211
$1.11M 0.13%
17,583
-5,158
212
$1.11M 0.13%
5,227
-538
213
$1.11M 0.13%
25,766
-5,777
214
$1.1M 0.12%
22,369
-1,185
215
$1.1M 0.12%
11,448
-2,160
216
$1.1M 0.12%
288,484
+260,298
217
$1.09M 0.12%
6,837
-620
218
$1.09M 0.12%
1,634
-510
219
$1.09M 0.12%
+10,447
220
$1.08M 0.12%
+15,775
221
$1.08M 0.12%
11,569
-3,175
222
$1.08M 0.12%
+28,425
223
$1.08M 0.12%
+103,962
224
$1.07M 0.12%
+12,051
225
$1.07M 0.12%
18,083
-14,368
7 8
9
10 11