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
126
$1.87M 0.15%
11,007
-1,420
127
$1.86M 0.15%
10,965
-863
128
$1.86M 0.15%
25,658
+9,978
129
$1.82M 0.15%
36,190
-60,838
130
$1.79M 0.15%
83,988
+1,008
131
$1.79M 0.15%
3,278
-449
132
$1.78M 0.15%
17,812
-1,682
133
$1.76M 0.14%
85,946
+71,360
134
$1.74M 0.14%
7,019
-924
135
$1.74M 0.14%
4,865
-298
136
$1.7M 0.14%
49,849
-5,354
137
$1.67M 0.14%
13,829
-1,951
138
$1.66M 0.14%
+32,076
139
$1.65M 0.13%
21,765
+525
140
$1.64M 0.13%
21,103
+7,279
141
$1.62M 0.13%
52,041
+3,408
142
$1.62M 0.13%
6,222
+344
143
$1.62M 0.13%
29,827
-5,826
144
$1.61M 0.13%
40,033
-66,553
145
$1.6M 0.13%
40,942
+1,302
146
$1.59M 0.13%
448
147
$1.58M 0.13%
10,065
-1,405
148
$1.57M 0.13%
117,791
+13,683
149
$1.56M 0.13%
107,131
+4,390
150
$1.56M 0.13%
31,810
-19
4 5
6
7 8