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
701
$202K 0.02%
6,744
-151
702
$202K 0.02%
1,793
-300
703
$201K 0.02%
9,595
-4,562
704
$201K 0.02%
17,426
-617
705
$197K 0.02%
27,242
-775
706
$196K 0.02%
152,984
+5,931
707
$179K 0.01%
23,376
-1,493
708
$177K 0.01%
20,644
-384
709
$172K 0.01%
13,253
-3,222
710
$153K 0.01%
14,106
+45
711
$151K 0.01%
+10,549
712
$148K 0.01%
117,572
+6,954
713
$123K 0.01%
11,320
-3,603
714
$114K 0.01%
2,471
-32
715
$110K 0.01%
16,799
-6,455
716
$99.6K 0.01%
11,101
-1,670
717
$97.7K 0.01%
11,526
-3,339
718
$95.5K 0.01%
22,103
-2,193
719
$89.9K 0.01%
11,471
-80
720
$83.2K 0.01%
13,339
-200
721
$67.9K 0.01%
10,105
-248
722
$64.5K 0.01%
10,611
-3,503
723
$41K ﹤0.01%
32,513
-1,972
724
$40.1K ﹤0.01%
15,201
+1,551
725
$36.2K ﹤0.01%
29,166
+4,560
27 28
29
30 31