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
151
$1.55M 0.13%
3,808
-352
152
$1.55M 0.13%
10,693
-2,324
153
$1.54M 0.13%
17,973
+6,366
154
$1.54M 0.13%
70,070
-68,141
155
$1.53M 0.12%
116,206
-5,472
156
$1.53M 0.12%
8,030
+2,711
157
$1.51M 0.12%
22,359
-2,412
158
$1.5M 0.12%
34,177
-5,596
159
$1.46M 0.12%
6,782
-93
160
$1.45M 0.12%
5,342
-177
161
$1.45M 0.12%
10,672
+1,011
162
$1.43M 0.12%
9,563
-2,087
163
$1.42M 0.12%
6,745
+273
164
$1.42M 0.12%
9,604
-1,626
165
$1.4M 0.11%
9,035
-33
166
$1.39M 0.11%
5,093
-1,069
167
$1.39M 0.11%
16,110
-1,685
168
$1.39M 0.11%
4,021
+154
169
$1.38M 0.11%
34,886
-274
170
$1.36M 0.11%
21,463
-17,438
171
$1.36M 0.11%
16,770
-63
172
$1.33M 0.11%
5,134
+357
173
$1.33M 0.11%
31,149
-2,096
174
$1.32M 0.11%
2,111
+37
175
$1.32M 0.11%
8,949
+114
5 6
7
8 9