FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
101
$2.07M 0.16%
5,637
+156
102
$2.06M 0.16%
57,377
+837
103
$2.05M 0.16%
2,284
-233
104
$2.04M 0.16%
18,175
+170
105
$2.03M 0.16%
5,120
-359
106
$2.02M 0.16%
2,562
-276
107
$2M 0.16%
43,339
+13,253
108
$1.95M 0.16%
63,604
-8,125
109
$1.94M 0.15%
14,679
-85
110
$1.91M 0.15%
36,432
-8,249
111
$1.91M 0.15%
17,184
-1,721
112
$1.87M 0.15%
+15,710
113
$1.86M 0.15%
11,650
+506
114
$1.84M 0.15%
3,186
-134
115
$1.83M 0.15%
9,877
+293
116
$1.83M 0.15%
22,097
-1,929
117
$1.83M 0.15%
4,110
-519
118
$1.83M 0.15%
+35,458
119
$1.79M 0.14%
83,926
-4,903
120
$1.78M 0.14%
8,168
-284
121
$1.76M 0.14%
36,157
-6,837
122
$1.75M 0.14%
10,928
+5,810
123
$1.75M 0.14%
3,173
+33
124
$1.75M 0.14%
22,596
+522
125
$1.75M 0.14%
72,171
-15,118
3 4
5
6 7