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
$1.25B
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.61M
3
+$8.24M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.17M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.12M

Top Sells

1
+$19.2M
2
+$15.2M
3
+$10.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.89M

Sector Composition

1 Technology 10.11%
2 Financials 3.75%
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
RSG icon
201
Republic Services
RSG
$63.7B
$1.19M 0.09%
4,808
+382
VB icon
202
Vanguard Small-Cap ETF
VB
$67.3B
$1.19M 0.09%
5,002
+192
CVX icon
203
Chevron
CVX
$310B
$1.18M 0.09%
8,245
+957
GSY icon
204
Invesco Ultra Short Duration ETF
GSY
$2.92B
$1.18M 0.09%
23,521
-1,755
ZECP icon
205
Zacks Earnings Consistent Portfolio ETF
ZECP
$257M
$1.17M 0.09%
36,790
-13
HPE icon
206
Hewlett Packard
HPE
$32.3B
$1.16M 0.09%
56,937
+4,794
JIG icon
207
JPMorgan International Growth ETF
JIG
$156M
$1.16M 0.09%
16,281
-539
SFLR icon
208
Innovator Equity Managed Floor ETF
SFLR
$1.1B
$1.16M 0.09%
34,554
+651
CI icon
209
Cigna
CI
$69.1B
$1.16M 0.09%
3,503
-532
HOLX icon
210
Hologic
HOLX
$16.5B
$1.15M 0.09%
17,720
-685
CCJ icon
211
Cameco
CCJ
$43.9B
$1.15M 0.09%
15,551
+7,153
USRT icon
212
iShares Core US REIT ETF
USRT
$3.12B
$1.15M 0.09%
20,333
-602
HPQ icon
213
HP
HPQ
$25.2B
$1.15M 0.09%
46,974
+6,183
MMYT icon
214
MakeMyTrip
MMYT
$7.56B
$1.14M 0.09%
11,612
+63
PTLC icon
215
Pacer Trendpilot US Large Cap ETF
PTLC
$3.53B
$1.12M 0.09%
22,070
+1,126
FFIV icon
216
F5
FFIV
$14.4B
$1.12M 0.09%
3,794
+6
BOTZ icon
217
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.23B
$1.11M 0.09%
34,119
+354
VOT icon
218
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$1.11M 0.09%
3,889
+147
IVE icon
219
iShares S&P 500 Value ETF
IVE
$42.2B
$1.11M 0.09%
5,655
+1,930
CAH icon
220
Cardinal Health
CAH
$45.2B
$1.1M 0.09%
6,568
-6,567
TOTL icon
221
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
$1.1M 0.09%
27,397
-2,114
BSCQ icon
222
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$1.1M 0.09%
56,214
-482
GNRC icon
223
Generac Holdings
GNRC
$9.61B
$1.09M 0.09%
+7,609
TEL icon
224
TE Connectivity
TEL
$72.7B
$1.09M 0.09%
6,459
-112
BSCR icon
225
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.08B
$1.08M 0.09%
54,846
-388
7 8
9
10 11