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
701
$208K 0.02%
1,930
-177
702
$207K 0.02%
+2,187
703
$206K 0.02%
6,419
-949
704
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705
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706
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5,507
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707
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708
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710
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711
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712
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713
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2,739
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$184K 0.02%
17,094
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715
$180K 0.01%
14,748
-4,012
716
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717
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5,410
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$161K 0.01%
25,477
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21,712
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720
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11,804
-2,971
721
$149K 0.01%
15,443
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722
$137K 0.01%
+23,838
723
$132K 0.01%
11,413
-834
724
$129K 0.01%
+11,770
725
$124K 0.01%
12,763
+1,390
27 28
29
30 31