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
376
$622K 0.05%
5,884
-1,415
377
$621K 0.05%
12,650
-10,764
378
$610K 0.05%
1,195
-33
379
$610K 0.05%
5,145
-4,001
380
$608K 0.05%
12,019
-3,582
381
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4,153
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382
$606K 0.05%
1,489
-239
383
$603K 0.05%
28,432
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384
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163
-40
385
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91,643
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386
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1,148
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4,668
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388
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3,884
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389
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106,539
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390
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392
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3,164
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393
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13,432
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395
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+16,487
396
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+189,204
397
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7,638
-121
398
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5,715
+2,716
399
$576K 0.05%
3,999
-604
400
$572K 0.05%
377
-53
14 15
16
17 18