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
401
$572K 0.05%
3,916
-211
402
$571K 0.05%
2,893
-1,134
403
$569K 0.05%
+11,911
404
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4,782
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405
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40,239
-8,219
406
$561K 0.04%
4,428
-553
407
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1,711
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408
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7,722
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409
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410
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35,780
-11,094
411
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412
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10,694
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413
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2,671
-86
414
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3,210
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415
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5,683
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417
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17,551
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420
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26,466
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421
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74,542
-18,597
422
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10,157
-171
423
$540K 0.04%
8,029
+90
424
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2,310
+30
425
$536K 0.04%
3,228
-496
15 16
17
18 19