FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.61M
3
+$8.24M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.17M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.12M

Top Sells

1
+$19.2M
2
+$15.2M
3
+$10.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.89M

Sector Composition

1 Technology 10.11%
2 Financials 3.75%
3 Healthcare 3.58%
4 Consumer Discretionary 2.93%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZS icon
226
Zscaler
ZS
$31.9B
$1.07M 0.09%
3,411
-919
PYPL icon
227
PayPal
PYPL
$49.3B
$1.07M 0.09%
14,404
+1,130
BBY icon
228
Best Buy
BBY
$13.6B
$1.06M 0.09%
+15,862
AMD icon
229
Advanced Micro Devices
AMD
$385B
$1.06M 0.08%
7,490
-861
RELX icon
230
RELX
RELX
$64.9B
$1.06M 0.08%
19,530
-3,728
TAP icon
231
Molson Coors Class B
TAP
$9.49B
$1.06M 0.08%
21,974
-2,845
VZ icon
232
Verizon
VZ
$188B
$1.05M 0.08%
24,273
-4,172
EBAY icon
233
eBay
EBAY
$41.2B
$1.05M 0.08%
14,101
-1,939
HIG icon
234
Hartford Financial Services
HIG
$37.4B
$1.05M 0.08%
8,248
+533
SRLN icon
235
State Street Blackstone Senior Loan ETF
SRLN
$6.41B
$1.05M 0.08%
25,151
-2,169
KRMA icon
236
Global X Conscious Companies ETF
KRMA
$119M
$1.05M 0.08%
25,900
-2,753
LEN icon
237
Lennar Class A
LEN
$27B
$1.03M 0.08%
9,332
+181
ERX icon
238
Direxion Daily Energy Bull 2X Shares
ERX
$275M
$1.03M 0.08%
20,025
+4,371
MAR icon
239
Marriott International
MAR
$84.6B
$1.02M 0.08%
3,751
-424
AON icon
240
Aon
AON
$75B
$1.02M 0.08%
2,867
-41
CHKP icon
241
Check Point Software Technologies
CHKP
$19.3B
$1.02M 0.08%
4,605
-188
SCHR icon
242
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$1.02M 0.08%
40,606
-1,837
HIMS icon
243
Hims & Hers Health
HIMS
$6.17B
$1.02M 0.08%
20,384
+7,514
DCOR icon
244
Dimensional US Core Equity 1 ETF
DCOR
$2.56B
$1.01M 0.08%
15,112
+274
ISRG icon
245
Intuitive Surgical
ISRG
$179B
$1M 0.08%
1,849
+8
UBER icon
246
Uber
UBER
$166B
$1M 0.08%
10,763
+626
ZTS icon
247
Zoetis
ZTS
$55B
$1M 0.08%
6,431
+801
FISV
248
Fiserv Inc
FISV
$34.3B
$1M 0.08%
5,813
+330
MDT icon
249
Medtronic
MDT
$132B
$1M 0.08%
11,487
-521
BSCT icon
250
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.74B
$997K 0.08%
53,301
-436
8 9
10
11 12