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
151
$1.49M 0.12%
29,936
-1,773
152
$1.49M 0.12%
5,321
-193
153
$1.48M 0.12%
71,488
-469
154
$1.47M 0.12%
3,788
-108
155
$1.45M 0.12%
251
-54
156
$1.45M 0.12%
26,699
+6,263
157
$1.43M 0.11%
3,675
-591
158
$1.43M 0.11%
28,824
+3,493
159
$1.43M 0.11%
20,492
+626
160
$1.41M 0.11%
22,265
+10,071
161
$1.41M 0.11%
15,878
-538
162
$1.41M 0.11%
14,259
+101
163
$1.4M 0.11%
10,655
-1,454
164
$1.4M 0.11%
33,036
-866
165
$1.39M 0.11%
8,815
+6,707
166
$1.39M 0.11%
12,037
+4,901
167
$1.38M 0.11%
9,055
+295
168
$1.38M 0.11%
12,557
-716
169
$1.37M 0.11%
58,568
-5,586
170
$1.37M 0.11%
52,570
-3,141
171
$1.37M 0.11%
14,539
-1,551
172
$1.36M 0.11%
6,215
+746
173
$1.36M 0.11%
5,696
+1,378
174
$1.36M 0.11%
519
-66
175
$1.35M 0.11%
14,118
+77
5 6
7
8 9