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
576
$315K 0.03%
1,958
-216
577
$314K 0.03%
7,474
-1,552
578
$311K 0.02%
1,080
+20
579
$310K 0.02%
10,343
+395
580
$308K 0.02%
9,463
-746
581
$307K 0.02%
9,577
-594
582
$305K 0.02%
934
-94
583
$303K 0.02%
7,562
-3,774
584
$303K 0.02%
38,953
-1,273
585
$302K 0.02%
2,896
-648
586
$301K 0.02%
+3,158
587
$300K 0.02%
668
-51
588
$300K 0.02%
2,210
-725
589
$299K 0.02%
13,995
-872
590
$298K 0.02%
7,670
-1,329
591
$297K 0.02%
9,721
-121
592
$297K 0.02%
3,244
+199
593
$297K 0.02%
5,399
-285
594
$295K 0.02%
+4,769
595
$295K 0.02%
3,104
-287
596
$295K 0.02%
5,179
-197
597
$295K 0.02%
3,567
-514
598
$295K 0.02%
3,779
-1,263
599
$294K 0.02%
5,579
-138
600
$294K 0.02%
1,211
-58
22 23
24
25 26