FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
501
$390K 0.03%
816
-177
502
$388K 0.03%
1,611
+460
503
$388K 0.03%
+14,357
504
$386K 0.03%
1,706
+582
505
$386K 0.03%
+2,113
506
$385K 0.03%
4,265
-1,204
507
$385K 0.03%
2,669
-193
508
$385K 0.03%
12,751
-97
509
$384K 0.03%
1,226
-28
510
$381K 0.03%
6,561
-420
511
$380K 0.03%
1,765
+327
512
$379K 0.03%
46,942
-5,997
513
$379K 0.03%
12,077
-578
514
$378K 0.03%
+5,490
515
$377K 0.03%
23,800
+5,907
516
$376K 0.03%
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518
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8,664
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519
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520
$373K 0.03%
1,528
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521
$372K 0.03%
17,794
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522
$372K 0.03%
+10,068
523
$368K 0.03%
9,198
+354
524
$368K 0.03%
26,422
+3,694
525
$367K 0.03%
834
-385
19 20
21
22 23