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
501
$415K 0.03%
40,219
+1,312
502
$413K 0.03%
136,816
-13,625
503
$412K 0.03%
+11,134
504
$412K 0.03%
7,853
+196
505
$407K 0.03%
14,759
+2,137
506
$407K 0.03%
3,685
+244
507
$405K 0.03%
34,569
-512
508
$404K 0.03%
1,396
-323
509
$404K 0.03%
21,894
+94
510
$403K 0.03%
10,496
-1,164
511
$399K 0.03%
11,803
+382
512
$396K 0.03%
16,971
-119
513
$396K 0.03%
44,685
-19,759
514
$395K 0.03%
3,144
+281
515
$394K 0.03%
1,274
-199
516
$387K 0.03%
547
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517
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4,295
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5,252
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519
$385K 0.03%
6,946
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520
$380K 0.03%
1,448
-131
521
$379K 0.03%
1,272
-237
522
$378K 0.03%
4,755
-129
523
$376K 0.03%
3,310
-647
524
$371K 0.03%
1,221
-178
525
$371K 0.03%
4,593
-372
19 20
21
22 23