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
526
$366K 0.03%
3,682
+1,331
527
$365K 0.03%
3,065
+46
528
$362K 0.03%
+2,035
529
$362K 0.03%
6,894
-65
530
$361K 0.03%
5,377
-187
531
$360K 0.03%
4,382
-361
532
$360K 0.03%
8,048
-1,212
533
$359K 0.03%
34,421
-2,479
534
$357K 0.03%
1,443
+42
535
$357K 0.03%
9,264
-16,518
536
$356K 0.03%
6,901
-2,571
537
$356K 0.03%
1,981
-462
538
$355K 0.03%
3,058
+30
539
$355K 0.03%
6,053
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540
$354K 0.03%
4,749
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$353K 0.03%
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543
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2,829
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544
$349K 0.03%
3,632
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$349K 0.03%
22,703
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546
$348K 0.03%
3,991
-295
547
$347K 0.03%
5,207
-2,284
548
$344K 0.03%
5,050
-1,021
549
$343K 0.03%
8,165
-35
550
$342K 0.03%
2,529
+24
20 21
22
23 24