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
251
$996K 0.08%
21,042
-3,278
252
$994K 0.08%
48,494
-383
253
$986K 0.08%
10,506
+1,367
254
$981K 0.08%
11,760
+2,247
255
$971K 0.08%
12,224
-414
256
$963K 0.08%
7,798
+1,950
257
$955K 0.08%
3,270
+29
258
$955K 0.08%
29,094
-1,308
259
$949K 0.08%
7,170
+208
260
$942K 0.08%
30,708
-617
261
$938K 0.07%
1,758
-728
262
$936K 0.07%
27,109
-1,672
263
$936K 0.07%
1,908
-68
264
$933K 0.07%
4,002
-822
265
$932K 0.07%
5,523
+266
266
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17,573
+11,206
267
$927K 0.07%
4,529
-393
268
$927K 0.07%
9,525
-86
269
$926K 0.07%
65,640
-1,236
270
$924K 0.07%
1,631
-187
271
$922K 0.07%
2,778
+165
272
$920K 0.07%
16,761
-3,039
273
$918K 0.07%
4,212
-537
274
$917K 0.07%
13,112
-249
275
$916K 0.07%
35,940
-3,064
9 10
11
12 13