FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Est. Return
17.79%
1 Year Est. Return
+17.79%
AUM
$1.25B
AUM Growth
+$61.7M
(+5.2%)
Holding
792
Top Buys
| 1 | +$24.6M | |
| 2 | +$8.61M | |
| 3 | +$8.24M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$4.17M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$4.12M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$15.2M | |
| 3 | +$10.3M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$6.8M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.89M |
Sector Composition
| 1 | Technology | 10.11% |
| 2 | Financials | 3.75% |
| 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 | |
|---|---|---|---|---|---|---|
701
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$233M
| $202K | 0.02% |
6,744
-151
|
|
||
702
Saic
SAIC
$4.22B
| $202K | 0.02% |
1,793
-300
|
|
||
703
Kenvue
KVUE
$32.1B
| $201K | 0.02% |
9,595
-4,562
|
|
||
704
WisdomTree
WT
$1.68B
| $201K | 0.02% |
17,426
-617
|
|
||
705
Aegon
AEG
$11.9B
| $197K | 0.02% |
27,242
-775
|
|
||
706
Rackspace Technology
RXT
$369M
| $196K | 0.02% |
152,984
+5,931
|
|
||
707
United Microelectronic
UMC
$19.8B
| $179K | 0.01% |
23,376
-1,493
|
|
||
708
SunCoke Energy
SXC
$675M
| $177K | 0.01% |
20,644
-384
|
|
||
709
GraniteShares Platinum Shares
PLTM
$113M
| $172K | 0.01% |
13,253
-3,222
|
|
||
710
Intuitive Machines
LUNR
$1.34B
| $153K | 0.01% |
14,106
+45
|
|
||
711
Pediatrix Medical
MD
$1.76B
| $151K | 0.01% |
+10,549
|
|
||
712
Veritone
VERI
$444M
| $148K | 0.01% |
117,572
+6,954
|
|
||
713
Ford
F
$51.9B
| $123K | 0.01% |
11,320
-3,603
|
|
||
714
Amcor
AMCR
$18.1B
| $114K | 0.01% |
12,355
-160
|
|
||
715
SIGA Technologies
SIGA
$585M
| $110K | 0.01% |
16,799
-6,455
|
|
||
716
Adtran
ADTN
$838M
| $99.6K | 0.01% |
11,101
-1,670
|
|
||
717
Ericsson
ERIC
$34.2B
| $97.7K | 0.01% |
11,526
-3,339
|
|
||
|
UNIT
718
Uniti Group
UNIT
$1.43B
| $95.5K | 0.01% |
22,103
-2,193
|
|
||
719
Similarweb
SMWB
$732M
| $89.9K | 0.01% |
11,471
-80
|
|
||
720
Evolv Technologies
EVLV
$1.28B
| $83.2K | 0.01% |
13,339
-200
|
|
||
721
QuantumScape
QS
$9.6B
| $67.9K | 0.01% |
10,105
-248
|
|
||
722
Radiant Logistics
RLGT
$288M
| $64.5K | 0.01% |
10,611
-3,503
|
|
||
723
Caribou Biosciences
CRBU
$238M
| $41K | ﹤0.01% |
32,513
-1,972
|
|
||
724
ImmunityBio
IBRX
$2.26B
| $40.1K | ﹤0.01% |
15,201
+1,551
|
|
||
725
Pacific Biosciences
PACB
$658M
| $36.2K | ﹤0.01% |
29,166
+4,560
|
|