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
26
$8.67M 0.71%
133,983
-19,251
27
$8.32M 0.68%
22,131
+291
28
$8.14M 0.66%
59,693
+1,962
29
$7.52M 0.61%
144,621
+19,306
30
$7.52M 0.61%
115,583
+9,205
31
$7.08M 0.58%
50,678
+880
32
$7.01M 0.57%
79,315
-8,871
33
$6.93M 0.56%
90,694
-7,593
34
$6.74M 0.55%
91,796
-3,570
35
$6.42M 0.52%
137,754
+26,177
36
$6.28M 0.51%
217,112
-23,263
37
$6.23M 0.51%
41,013
-1,417
38
$6.09M 0.5%
+138,379
39
$6.08M 0.5%
+117,238
40
$5.88M 0.48%
179,083
+53,914
41
$5.49M 0.45%
40,084
-13,533
42
$5.37M 0.44%
216,801
+31,836
43
$5.29M 0.43%
72,757
-10,362
44
$5.26M 0.43%
11,018
+10,180
45
$4.75M 0.39%
24,842
+5,517
46
$4.68M 0.38%
26,157
+6,200
47
$4.65M 0.38%
100,301
+32,091
48
$4.51M 0.37%
186,058
-23,090
49
$4.43M 0.36%
238,782
-18,534
50
$4.42M 0.36%
89,250
+2,090
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