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
51
$4.38M 0.36%
40,480
+11,034
52
$4.36M 0.36%
60,487
+7,213
53
$4.19M 0.34%
86,732
+81,136
54
$4.17M 0.34%
11,894
-1,415
55
$4.09M 0.33%
+24,240
56
$3.98M 0.32%
63,580
+15,880
57
$3.98M 0.32%
5,256
+537
58
$3.97M 0.32%
20,691
+2,499
59
$3.95M 0.32%
29,906
-1,926
60
$3.77M 0.31%
+147,073
61
$3.76M 0.31%
+71,328
62
$3.51M 0.29%
36,366
-11,606
63
$3.48M 0.28%
32,374
-4,501
64
$3.46M 0.28%
9,789
+1,974
65
$3.39M 0.28%
73,306
-5,642
66
$3.36M 0.27%
70,213
-1,488
67
$3.34M 0.27%
93,728
+838
68
$3.32M 0.27%
124,966
-3,605
69
$3.21M 0.26%
43,038
-2,854
70
$3.19M 0.26%
+60,908
71
$3.16M 0.26%
13,770
-1,624
72
$3.06M 0.25%
20,915
-123
73
$3.05M 0.25%
+51,193
74
$3.02M 0.25%
7,075
-692
75
$3M 0.24%
38,449
+4,067
1 2
3
4 5