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
76
$2.99M 0.24%
+58,900
77
$2.95M 0.24%
+109,590
78
$2.92M 0.24%
28,204
+4,753
79
$2.84M 0.23%
+110,676
80
$2.83M 0.23%
4,746
+1,580
81
$2.78M 0.23%
58,120
-5,955
82
$2.75M 0.22%
4,735
-275
83
$2.75M 0.22%
110,484
-13,982
84
$2.64M 0.22%
15,476
-2,110
85
$2.62M 0.21%
96,681
+874
86
$2.6M 0.21%
4,934
+324
87
$2.51M 0.2%
49,669
-13,031
88
$2.51M 0.2%
4,719
-362
89
$2.5M 0.2%
21,528
-795
90
$2.49M 0.2%
+48,770
91
$2.37M 0.19%
4,072
-176
92
$2.36M 0.19%
45,350
+9,899
93
$2.34M 0.19%
59,805
-7,365
94
$2.31M 0.19%
100,107
-11,564
95
$2.3M 0.19%
4,064
-306
96
$2.28M 0.19%
27,360
+3,255
97
$2.24M 0.18%
27,565
+24,684
98
$2.24M 0.18%
68,484
-8,616
99
$2.23M 0.18%
83,918
-5,174
100
$2.22M 0.18%
+59,516
2 3
4
5 6