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
626
$267K 0.02%
2,092
-400
627
$266K 0.02%
2,613
+7
628
$265K 0.02%
7,884
-1,469
629
$264K 0.02%
1,502
-482
630
$264K 0.02%
+3,603
631
$262K 0.02%
10,690
-551
632
$262K 0.02%
2,468
+348
633
$262K 0.02%
1,521
-29
634
$262K 0.02%
+3,682
635
$260K 0.02%
8,172
-919
636
$259K 0.02%
9,706
-20
637
$259K 0.02%
2,325
-94
638
$258K 0.02%
1,500
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639
$257K 0.02%
11,338
-586
640
$257K 0.02%
1,634
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641
$255K 0.02%
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643
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4,962
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644
$253K 0.02%
4,770
-11,760
645
$249K 0.02%
8,626
-465
646
$248K 0.02%
1,609
-87
647
$247K 0.02%
2,706
-1,163
648
$244K 0.02%
+3,888
649
$244K 0.02%
+3,897
650
$242K 0.02%
+4,718
24 25
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