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
201
$1.18M 0.1%
8,560
+4,920
202
$1.18M 0.1%
12,534
-395
203
$1.16M 0.09%
25,315
-10,058
204
$1.16M 0.09%
10,838
+8,112
205
$1.14M 0.09%
36,264
-13,772
206
$1.14M 0.09%
13,031
+1,275
207
$1.13M 0.09%
4,056
-773
208
$1.13M 0.09%
22,922
-2,241
209
$1.12M 0.09%
76,245
-28,353
210
$1.12M 0.09%
19,720
-1,367
211
$1.12M 0.09%
3,824
+66
212
$1.11M 0.09%
14,139
-9,669
213
$1.11M 0.09%
65,280
+3,370
214
$1.11M 0.09%
16,124
-394
215
$1.1M 0.09%
26,606
+2,989
216
$1.09M 0.09%
12,710
+9,566
217
$1.09M 0.09%
14,963
-1,273
218
$1.09M 0.09%
2,905
-140
219
$1.08M 0.09%
2,520
+5
220
$1.07M 0.09%
27,007
+1,807
221
$1.07M 0.09%
13,189
+982
222
$1.06M 0.09%
15,383
+393
223
$1.05M 0.09%
5,409
+140
224
$1.05M 0.09%
4,972
+655
225
$1.04M 0.09%
+19,653
7 8
9
10 11