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
326
$758K 0.06%
2,430
-1,873
327
$746K 0.06%
7,252
-2,426
328
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7,063
-192
329
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-157
330
$737K 0.06%
5,065
+1,084
331
$737K 0.06%
6,831
+414
332
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17,087
+328
333
$728K 0.06%
18,590
-1,494
334
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24,700
+473
335
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14,457
-3,787
336
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5,960
-622
337
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9,276
+1,229
338
$718K 0.06%
24,513
-1,168
339
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42,791
-3,078
340
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342
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26,171
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343
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2,301
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344
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15,322
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345
$708K 0.06%
3,162
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346
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7,734
-464
347
$701K 0.06%
5,039
-647
348
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14,145
-1,379
349
$698K 0.06%
4,473
-1,887
350
$688K 0.05%
5,530
-1,121
12 13
14
15 16