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
651
$252K 0.02%
3,720
+9
652
$252K 0.02%
+5,638
653
$249K 0.02%
+3,276
654
$248K 0.02%
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655
$248K 0.02%
31,955
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$247K 0.02%
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657
$246K 0.02%
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$246K 0.02%
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659
$245K 0.02%
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660
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$242K 0.02%
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662
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663
$240K 0.02%
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+7,468
665
$239K 0.02%
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$239K 0.02%
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669
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671
$234K 0.02%
8,847
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672
$234K 0.02%
16,503
-1,250
673
$233K 0.02%
3,381
+989
674
$233K 0.02%
+749
675
$230K 0.02%
+4,876
25 26
27
28 29