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
476
$455K 0.04%
572
-22
477
$455K 0.04%
12,263
-158
478
$452K 0.04%
4,960
-39
479
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42,575
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480
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5,956
-9,370
481
$444K 0.04%
13,087
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482
$443K 0.04%
5,351
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483
$443K 0.04%
2,122
-124
484
$438K 0.03%
9,000
-506
485
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486
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2,945
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487
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1,358
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488
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1,421
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489
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6,787
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$430K 0.03%
5,999
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491
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14,685
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4,047
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494
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3,680
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495
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17,580
-2,243
496
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13,167
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497
$419K 0.03%
2,954
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498
$417K 0.03%
+10,264
499
$416K 0.03%
1,749
-122
500
$416K 0.03%
3,375
-34
18 19
20
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