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
276
$914K 0.07%
5,550
-647
277
$912K 0.07%
6,706
-408
278
$911K 0.07%
3,791
+583
279
$909K 0.07%
3,735
-840
280
$902K 0.07%
4,179
+955
281
$892K 0.07%
12,909
+1,453
282
$889K 0.07%
12,715
-66
283
$888K 0.07%
35,023
-9,644
284
$881K 0.07%
14,677
+8,253
285
$881K 0.07%
7,549
+1,088
286
$876K 0.07%
11,503
+4,575
287
$873K 0.07%
8,129
+2,751
288
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2,443
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289
$868K 0.07%
3,781
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290
$864K 0.07%
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291
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8,406
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293
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45,959
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294
$845K 0.07%
19,037
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295
$844K 0.07%
48,922
-2,218
296
$841K 0.07%
10,456
+816
297
$836K 0.07%
7,955
+245
298
$821K 0.07%
8,430
+2,706
299
$812K 0.06%
8,226
+4,235
300
$810K 0.06%
59,443
-1,588
10 11
12
13 14