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
351
$686K 0.05%
1,698
-356
352
$684K 0.05%
5,344
-424
353
$684K 0.05%
12,998
-947
354
$682K 0.05%
+44,389
355
$680K 0.05%
+33,796
356
$679K 0.05%
18,392
+6,780
357
$678K 0.05%
27,976
+1,440
358
$678K 0.05%
11,910
+509
359
$676K 0.05%
5,454
-356
360
$671K 0.05%
5,993
+1,236
361
$670K 0.05%
+26,272
362
$668K 0.05%
8,576
+373
363
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7,535
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364
$664K 0.05%
19,030
+1,654
365
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2,994
-194
366
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96,208
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368
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16,545
+6,103
369
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4,655
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370
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371
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1,278
-1
372
$633K 0.05%
6,948
-378
373
$626K 0.05%
+24,109
374
$624K 0.05%
60,138
-8,037
375
$622K 0.05%
+29,929
13 14
15
16 17