FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
51
$4.47M 0.36%
40,795
-2,472
52
$3.65M 0.29%
45,031
+8,870
53
$3.53M 0.28%
119,800
-8,243
54
$3.48M 0.28%
56,994
-3,438
55
$3.45M 0.27%
42,721
-4,045
56
$3.37M 0.27%
14,901
-1,631
57
$3.33M 0.27%
74,110
-4,388
58
$3.32M 0.27%
37,317
-895
59
$3.27M 0.26%
86,546
-27,539
60
$3.26M 0.26%
29,847
-9,313
61
$3.24M 0.26%
128,320
+10,651
62
$3.2M 0.26%
23,900
+600
63
$3.18M 0.25%
64,247
+5,165
64
$3.17M 0.25%
39,856
+2,326
65
$3.08M 0.25%
4,014
-99
66
$3.06M 0.24%
11,111
-1,369
67
$3.05M 0.24%
56,550
-713
68
$3.04M 0.24%
47,770
-684
69
$3.02M 0.24%
3,875
-120
70
$3M 0.24%
60,442
-3,841
71
$2.96M 0.24%
51,901
+7,120
72
$2.92M 0.23%
41,436
-1,179
73
$2.85M 0.23%
43,085
+8,846
74
$2.83M 0.23%
88,947
-5,524
75
$2.82M 0.22%
48,478
+1,624
1 2
3
4 5