FIM
Freedom Investment Management Portfolio holdings
AUM $1.25B
1-Year Return
17.79%
This Quarter Return
+10.91%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.25B
AUM Growth
+$61.7M
(+5.2%)
Cap. Flow
-$34.4M
Cap. Flow
% of AUM
-2.74%
Top 10 Holdings %
Top 10 Hldgs %
25.86%
Holding
792
New
56
Increased
219
Reduced
457
Closed
58
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
+$24.6M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$8.61M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
+$8.24M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$4.17M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$4.12M |
Top Sells
Sector Composition
| 1 | Technology | 10.11% |
| 2 | Financials | 3.75% |
| 3 | Healthcare | 3.5% |
| 4 | Consumer Discretionary | 2.93% |
| 5 | Industrials | 2.79% |
