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
76
$2.8M 0.22%
7,883
-110
77
$2.78M 0.22%
9,416
-872
78
$2.76M 0.22%
4,911
-446
79
$2.65M 0.21%
61,760
+1,097
80
$2.61M 0.21%
8,731
+378
81
$2.59M 0.21%
16,284
-1,772
82
$2.55M 0.2%
36,706
+394
83
$2.52M 0.2%
4,432
+344
84
$2.51M 0.2%
31,755
+12,095
85
$2.51M 0.2%
31,873
+2,948
86
$2.49M 0.2%
103,817
-2,316
87
$2.48M 0.2%
7,788
-669
88
$2.41M 0.19%
33,127
-1,019
89
$2.34M 0.19%
32,046
+1,080
90
$2.33M 0.19%
17,108
-4,921
91
$2.32M 0.18%
2,890
-175
92
$2.25M 0.18%
23,029
-1,249
93
$2.21M 0.18%
43,357
-1,930
94
$2.17M 0.17%
51,421
-391
95
$2.17M 0.17%
45,273
-2,052
96
$2.16M 0.17%
9,898
-427
97
$2.14M 0.17%
6,743
-1,387
98
$2.14M 0.17%
40,115
-41,211
99
$2.14M 0.17%
80,457
-6,716
100
$2.07M 0.17%
7,147
-352
2 3
4
5 6