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
176
$1.31M 0.11%
76,661
-1,570
177
$1.31M 0.11%
3,187
-865
178
$1.3M 0.11%
26,370
-2,202
179
$1.29M 0.11%
30,748
-5,175
180
$1.28M 0.1%
5,631
-1,407
181
$1.28M 0.1%
+43,845
182
$1.28M 0.1%
1,454
-22
183
$1.27M 0.1%
15,167
-490
184
$1.24M 0.1%
65,235
-4,305
185
$1.23M 0.1%
11,199
-2,136
186
$1.23M 0.1%
13,011
-1,122
187
$1.22M 0.1%
+20,961
188
$1.22M 0.1%
7,981
-180
189
$1.22M 0.1%
5,257
-1,321
190
$1.22M 0.1%
76,081
-1,723
191
$1.21M 0.1%
33,391
+1,743
192
$1.2M 0.1%
12,256
-2,108
193
$1.2M 0.1%
8,307
-2,138
194
$1.19M 0.1%
31,705
-16,525
195
$1.19M 0.1%
4,665
+140
196
$1.18M 0.1%
3,993
+98
197
$1.18M 0.1%
4,175
-524
198
$1.18M 0.1%
2,421
+144
199
$1.18M 0.1%
11,158
-657
200
$1.18M 0.1%
21,874
-5,444
6 7
8
9 10