FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
+$24.6M
2
+$8.61M
3
+$8.24M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.17M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.12M

Top Sells

1
+$19.2M
2
+$15.2M
3
+$10.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.89M

Sector Composition

1 Technology 10.11%
2 Financials 3.75%
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
EQIX icon
476
Equinix
EQIX
$77.1B
$455K 0.04%
572
-22
BUG icon
477
Global X Cybersecurity ETF
BUG
$1.05B
$455K 0.04%
12,263
-158
ACGL icon
478
Arch Capital
ACGL
$33.6B
$452K 0.04%
4,960
-39
AES icon
479
AES
AES
$9.84B
$448K 0.04%
42,575
+7,058
EWJ icon
480
iShares MSCI Japan ETF
EWJ
$16.3B
$447K 0.04%
5,956
-9,370
SMIZ icon
481
Zacks Small/Mid Cap ETF
SMIZ
$147M
$444K 0.04%
13,087
-9
SHY icon
482
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$443K 0.04%
5,351
+59
GRMN icon
483
Garmin
GRMN
$37.3B
$443K 0.04%
2,122
-124
CRSP icon
484
CRISPR Therapeutics
CRSP
$5.01B
$438K 0.03%
9,000
-506
IRM icon
485
Iron Mountain
IRM
$27B
$438K 0.03%
4,267
-567
MAA icon
486
Mid-America Apartment Communities
MAA
$15.3B
$436K 0.03%
2,945
+119
AJG icon
487
Arthur J. Gallagher & Co
AJG
$66.4B
$435K 0.03%
1,358
-75
VTI icon
488
Vanguard Total Stock Market ETF
VTI
$547B
$432K 0.03%
1,421
+569
TEM
489
Tempus AI
TEM
$12.2B
$431K 0.03%
6,787
-926
KR icon
490
Kroger
KR
$44.2B
$430K 0.03%
5,999
+835
CAE icon
491
CAE Inc
CAE
$8.49B
$430K 0.03%
14,685
-1,293
QBTS icon
492
D-Wave Quantum
QBTS
$8.27B
$428K 0.03%
+29,233
FTNT icon
493
Fortinet
FTNT
$61.2B
$428K 0.03%
4,047
-439
IHG icon
494
InterContinental Hotels
IHG
$19.4B
$424K 0.03%
3,680
-249
MWA icon
495
Mueller Water Products
MWA
$3.62B
$423K 0.03%
17,580
-2,243
CDRE icon
496
Cadre Holdings
CDRE
$1.75B
$419K 0.03%
13,167
-1,605
APO icon
497
Apollo Global Management
APO
$75.8B
$419K 0.03%
2,954
-77
CGGR icon
498
Capital Group Growth ETF
CGGR
$16.1B
$417K 0.03%
+10,264
ADI icon
499
Analog Devices
ADI
$116B
$416K 0.03%
1,749
-122
MU icon
500
Micron Technology
MU
$277B
$416K 0.03%
3,375
-34
18 19
20
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