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
351
$641K 0.05%
13,485
-902
352
$640K 0.05%
7,763
+1,280
353
$631K 0.05%
+18,005
354
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18,284
-1,236
355
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2,415
+349
356
$625K 0.05%
9,670
-490
357
$624K 0.05%
9,637
+432
358
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3,513
-227
359
$622K 0.05%
6,484
+144
360
$620K 0.05%
2,203
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361
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+11,652
362
$617K 0.05%
5,151
-104
363
$616K 0.05%
694
-82
364
$614K 0.05%
6,776
+4,395
365
$613K 0.05%
17,327
-4,748
366
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11,766
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367
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44,532
-10,027
368
$606K 0.05%
19,597
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369
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12,082
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370
$604K 0.05%
28,520
-2,696
371
$603K 0.05%
5,817
+2,361
372
$603K 0.05%
5,081
-331
373
$601K 0.05%
22,248
+202
374
$601K 0.05%
+20,332
375
$600K 0.05%
64,063
-6,384
13 14
15
16 17