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
601
$291K 0.02%
3,973
-520
602
$290K 0.02%
1,610
-180
603
$289K 0.02%
13,245
-1,025
604
$288K 0.02%
9,651
+1,012
605
$284K 0.02%
3,155
-49
606
$282K 0.02%
6,376
-1,024
607
$282K 0.02%
59,071
-1,228
608
$282K 0.02%
+5,986
609
$281K 0.02%
629
-35
610
$281K 0.02%
11,926
-564
611
$281K 0.02%
1,270
-314
612
$280K 0.02%
3,921
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613
$280K 0.02%
12,047
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614
$279K 0.02%
11,898
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615
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5,977
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1,888
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651
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620
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5,521
-1,694
621
$271K 0.02%
6,481
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622
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2,579
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623
$269K 0.02%
2,681
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624
$268K 0.02%
4,424
-939
625
$267K 0.02%
13,522
-1,038
23 24
25
26 27