FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$22.7M
2
+$7.76M
3
+$7.73M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.93M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.71M

Top Sells

1
+$18.2M
2
+$14.5M
3
+$9.85M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.87M

Sector Composition

1 Technology 10.14%
2 Financials 3.73%
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
226
$1.07M 0.09%
3,411
-919
227
$1.07M 0.09%
14,404
+1,130
228
$1.06M 0.09%
+15,862
229
$1.06M 0.08%
7,490
-861
230
$1.06M 0.08%
19,530
-3,728
231
$1.06M 0.08%
21,974
-2,845
232
$1.05M 0.08%
24,273
-4,172
233
$1.05M 0.08%
14,101
-1,939
234
$1.05M 0.08%
8,248
+533
235
$1.05M 0.08%
25,151
-2,169
236
$1.05M 0.08%
25,900
-2,753
237
$1.03M 0.08%
9,332
+181
238
$1.03M 0.08%
20,025
+4,371
239
$1.02M 0.08%
3,751
-424
240
$1.02M 0.08%
2,867
-41
241
$1.02M 0.08%
4,605
-188
242
$1.02M 0.08%
40,606
-1,837
243
$1.02M 0.08%
20,384
+7,514
244
$1.01M 0.08%
15,112
+274
245
$1M 0.08%
1,849
+8
246
$1M 0.08%
10,763
+626
247
$1M 0.08%
6,431
+801
248
$1M 0.08%
5,813
+330
249
$1M 0.08%
11,487
-521
250
$997K 0.08%
53,301
-436
8 9
10
11 12