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
101
$2.21M 0.18%
59,150
-4,199
102
$2.2M 0.18%
20,213
-583
103
$2.19M 0.18%
26,162
+4,999
104
$2.18M 0.18%
26,472
-1,648
105
$2.18M 0.18%
+63,385
106
$2.17M 0.18%
22,052
-3,212
107
$2.12M 0.17%
42,577
+28,454
108
$2.12M 0.17%
20,350
-1,602
109
$2.12M 0.17%
7,344
-765
110
$2.11M 0.17%
22,721
-4,000
111
$2.11M 0.17%
7,044
-268
112
$2.11M 0.17%
13,435
-5,415
113
$2.09M 0.17%
41,576
-6,407
114
$2.06M 0.17%
18,081
+7,089
115
$2.06M 0.17%
12,703
-1,985
116
$2.05M 0.17%
41,087
-713
117
$2M 0.16%
23,877
+4,111
118
$1.97M 0.16%
81,622
+5,734
119
$1.96M 0.16%
2,969
-485
120
$1.93M 0.16%
24,924
-21,406
121
$1.92M 0.16%
3,758
-524
122
$1.92M 0.16%
6,647
-1,020
123
$1.91M 0.16%
10,212
-935
124
$1.91M 0.16%
34,790
-7,361
125
$1.89M 0.15%
12,658
-727
3 4
5
6 7