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
126
$1.74M 0.14%
38,144
-3,015
127
$1.71M 0.14%
39,030
+14,030
128
$1.69M 0.13%
23,673
-365
129
$1.68M 0.13%
8,095
-304
130
$1.67M 0.13%
34,143
-2,150
131
$1.67M 0.13%
7,626
-1,377
132
$1.66M 0.13%
68,279
-2,826
133
$1.66M 0.13%
26,547
-2,313
134
$1.66M 0.13%
25,886
+21,337
135
$1.64M 0.13%
1,660
+44
136
$1.64M 0.13%
20,571
+338
137
$1.63M 0.13%
62,701
-738,137
138
$1.63M 0.13%
38,412
+11,180
139
$1.63M 0.13%
8,890
-631
140
$1.61M 0.13%
25,127
-17,350
141
$1.59M 0.13%
3,928
+572
142
$1.59M 0.13%
34,460
-1,812
143
$1.57M 0.13%
5,164
+564
144
$1.56M 0.12%
22,557
+1,753
145
$1.54M 0.12%
3,023
+63
146
$1.54M 0.12%
13,973
+2,481
147
$1.52M 0.12%
10,332
-7,762
148
$1.52M 0.12%
116,452
+2,003
149
$1.5M 0.12%
8,058
+1,232
150
$1.49M 0.12%
3,071
-483
4 5
6
7 8