FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
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
576
$315K 0.03%
1,435
+92
577
$315K 0.03%
5,857
+920
578
$315K 0.03%
+7,422
579
$314K 0.03%
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580
$313K 0.03%
+2,504
581
$311K 0.03%
17,642
+519
582
$311K 0.03%
2,627
-252
583
$311K 0.03%
3,265
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584
$309K 0.03%
1,095
-91
585
$309K 0.03%
2,510
-126
586
$308K 0.03%
+11,489
587
$308K 0.03%
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588
$307K 0.03%
+5,568
589
$307K 0.03%
5,326
-159
590
$306K 0.02%
45,803
-5,381
591
$306K 0.02%
2,117
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$306K 0.02%
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593
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594
$305K 0.02%
765
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595
$305K 0.02%
7,166
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$303K 0.02%
6,709
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597
$302K 0.02%
2,035
-16
598
$301K 0.02%
+47,462
599
$300K 0.02%
9,663
+2,055
600
$298K 0.02%
1,714
+125
22 23
24
25 26