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
176
$1.34M 0.11%
4,356
-502
177
$1.33M 0.11%
7,525
+732
178
$1.33M 0.11%
32,542
-617
179
$1.33M 0.11%
11,088
+587
180
$1.31M 0.1%
23,331
-996
181
$1.31M 0.1%
9,722
+49
182
$1.3M 0.1%
3,451
-991
183
$1.3M 0.1%
12,092
-13
184
$1.29M 0.1%
31,640
+1,120
185
$1.29M 0.1%
4,704
+299
186
$1.29M 0.1%
2,410
-289
187
$1.29M 0.1%
22,975
-831
188
$1.28M 0.1%
4,340
-588
189
$1.27M 0.1%
14,618
+422
190
$1.25M 0.1%
5,605
-551
191
$1.25M 0.1%
4,568
+387
192
$1.23M 0.1%
11,869
+1,101
193
$1.23M 0.1%
2,400
+46
194
$1.23M 0.1%
3,945
-325
195
$1.22M 0.1%
11,157
-826
196
$1.22M 0.1%
16,971
+91
197
$1.22M 0.1%
29,375
+10,653
198
$1.21M 0.1%
29,984
-943
199
$1.2M 0.1%
23,746
-96,479
200
$1.2M 0.1%
7,392
-762
6 7
8
9 10