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
$1.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.7M
3
+$12.8M
4
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$9.52M
5
VTV icon
Vanguard Value ETF
VTV
+$8.65M

Top Sells

1
+$29.6M
2
+$14.4M
3
+$9.94M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.08M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.96M

Sector Composition

1 Technology 9%
2 Healthcare 4.23%
3 Financials 3.6%
4 Industrials 3.31%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.08%
14,111
-852
227
$1.05M 0.08%
6,183
-58
228
$1.04M 0.08%
5,802
-122
229
$1.04M 0.08%
3,420
-200
230
$1.04M 0.08%
3,591
-68
231
$1.03M 0.08%
4,158
+397
232
$1.03M 0.08%
33,486
+6,902
233
$1.03M 0.08%
6,313
-1,081
234
$1.03M 0.08%
27,349
-17,044
235
$1.03M 0.08%
16,656
-1,047
236
$1.02M 0.08%
+4,995
237
$1.02M 0.08%
49,936
-534
238
$1.01M 0.08%
2,637
-268
239
$1.01M 0.08%
12,514
+254
240
$1M 0.08%
19,108
+3,044
241
$1M 0.08%
25,647
+336
242
$992K 0.08%
9,418
+1,492
243
$991K 0.08%
5,451
-367
244
$989K 0.08%
4,794
-1,066
245
$985K 0.08%
2,005
246
$984K 0.08%
11,645
-791
247
$982K 0.08%
8,380
-345
248
$981K 0.08%
30,510
+225
249
$975K 0.08%
42,793
-113
250
$974K 0.08%
6,910
-234
8 9
10
11 12