FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$30.3M
3
+$29.9M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$22.5M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$22.1M

Top Sells

1
+$5.85M
2
+$3.39M
3
+$3.06M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$2.68M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.37M

Sector Composition

1 Technology 8.54%
2 Healthcare 4.39%
3 Financials 3.43%
4 Consumer Discretionary 3.1%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$565K 0.05%
22,124
+1,396
402
$562K 0.05%
26,121
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403
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9,552
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405
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29,100
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406
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4,311
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407
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8,384
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408
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18,695
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409
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15,674
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410
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10,651
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411
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18,510
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412
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14,602
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413
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3,239
-151
414
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27,728
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415
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419
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420
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17,572
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1,987
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422
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7,871
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423
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5,703
-10,887
424
$520K 0.04%
6,089
-553
425
$519K 0.04%
1,060
+360
15 16
17
18 19