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
201
$1.17M 0.1%
4,036
+132
202
$1.17M 0.1%
19,067
+1,064
203
$1.17M 0.1%
31,651
+22,934
204
$1.17M 0.1%
125,177
+39,994
205
$1.16M 0.09%
+52,014
206
$1.13M 0.09%
34,761
-8,243
207
$1.13M 0.09%
+16,685
208
$1.13M 0.09%
8,201
+245
209
$1.13M 0.09%
+10,736
210
$1.13M 0.09%
88,737
-17,985
211
$1.12M 0.09%
3,315
+2,060
212
$1.12M 0.09%
7,570
-870
213
$1.11M 0.09%
4,655
-240
214
$1.11M 0.09%
43,982
-7,661
215
$1.1M 0.09%
4,189
-687
216
$1.1M 0.09%
16,440
-2,337
217
$1.07M 0.09%
+42,642
218
$1.07M 0.09%
6,513
+23
219
$1.07M 0.09%
11,748
-2,537
220
$1.07M 0.09%
37,056
-2,262
221
$1.07M 0.09%
22,266
+12,337
222
$1.07M 0.09%
7,566
-1,277
223
$1.07M 0.09%
20,534
-3,631
224
$1.06M 0.09%
18,602
-500
225
$1.06M 0.09%
5,160
-107
7 8
9
10 11