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
26
$8.93M 0.71%
70,510
-27,932
27
$8.87M 0.71%
50,331
-447
28
$8.62M 0.69%
164,652
-27,094
29
$8.61M 0.69%
+37,918
30
$8.15M 0.65%
95,635
-15,500
31
$8.04M 0.64%
36,652
-1,166
32
$7.97M 0.64%
90,316
+17,323
33
$7.46M 0.6%
126,846
-1,220
34
$7.42M 0.59%
10,048
-874
35
$7.31M 0.58%
11,769
+6,148
36
$7.26M 0.58%
142,185
+7,043
37
$7.23M 0.58%
155,923
+3,527
38
$7.13M 0.57%
236,490
-1,773
39
$6.72M 0.54%
49,891
+4,154
40
$6.64M 0.53%
227,419
+51,146
41
$6.54M 0.52%
194,884
+2,135
42
$6.5M 0.52%
204,464
+7,397
43
$6.07M 0.48%
116,008
-3,457
44
$5.67M 0.45%
52,201
+6,020
45
$5.47M 0.44%
50,318
+1,622
46
$4.88M 0.39%
27,638
-919
47
$4.84M 0.39%
26,497
-1,290
48
$4.75M 0.38%
59,743
-420
49
$4.69M 0.37%
107,436
-7,410
50
$4.56M 0.36%
171,698
-12,073
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