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
201
$1.19M 0.09%
4,808
+382
202
$1.19M 0.09%
5,002
+192
203
$1.18M 0.09%
8,245
+957
204
$1.18M 0.09%
23,521
-1,755
205
$1.17M 0.09%
36,790
-13
206
$1.16M 0.09%
56,937
+4,794
207
$1.16M 0.09%
16,281
-539
208
$1.16M 0.09%
34,554
+651
209
$1.16M 0.09%
3,503
-532
210
$1.15M 0.09%
17,720
-685
211
$1.15M 0.09%
15,551
+7,153
212
$1.15M 0.09%
20,333
-602
213
$1.15M 0.09%
46,974
+6,183
214
$1.14M 0.09%
11,612
+63
215
$1.12M 0.09%
22,070
+1,126
216
$1.12M 0.09%
3,794
+6
217
$1.11M 0.09%
34,119
+354
218
$1.11M 0.09%
3,889
+147
219
$1.11M 0.09%
5,655
+1,930
220
$1.1M 0.09%
6,568
-6,567
221
$1.1M 0.09%
27,397
-2,114
222
$1.1M 0.09%
56,214
-482
223
$1.09M 0.09%
+7,609
224
$1.09M 0.09%
6,459
-112
225
$1.08M 0.09%
54,846
-388
7 8
9
10 11