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
551
$341K 0.03%
6,905
-81
552
$341K 0.03%
3,237
-1,000
553
$340K 0.03%
11,833
554
$340K 0.03%
8,035
+9
555
$339K 0.03%
2,468
-1,774
556
$339K 0.03%
23,164
-21
557
$338K 0.03%
3,854
-12,791
558
$338K 0.03%
1,710
559
$338K 0.03%
3,174
-517
560
$338K 0.03%
10,183
-7,279
561
$337K 0.03%
5,850
-5,266
562
$336K 0.03%
1,144
-150
563
$335K 0.03%
1,721
-75
564
$335K 0.03%
8,527
-972
565
$329K 0.03%
710
-44
566
$328K 0.03%
9,195
+565
567
$328K 0.03%
2,489
-164
568
$324K 0.03%
11,440
-302
569
$324K 0.03%
4,154
-606
570
$320K 0.03%
436
+95
571
$320K 0.03%
12,591
+920
572
$318K 0.03%
6,111
-420
573
$317K 0.03%
6,683
-1,222
574
$317K 0.03%
421
-89
575
$316K 0.03%
10,657
+1,205
21 22
23
24 25