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
376
$595K 0.05%
16,039
+3,682
377
$594K 0.05%
32,990
-1,660
378
$594K 0.05%
11,893
+2,200
379
$591K 0.05%
135,144
-39,539
380
$588K 0.05%
7,987
-161
381
$588K 0.05%
+32,365
382
$583K 0.05%
1,229
-26
383
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4,958
+12
384
$583K 0.05%
57,295
-7,678
385
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43,067
-3,303
386
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+61,963
387
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178,840
-16,916
388
$577K 0.05%
10,577
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389
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11,071
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393
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13,023
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394
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+7,127
395
$573K 0.05%
+9,026
396
$568K 0.05%
27,237
-1,554
397
$568K 0.05%
899
-79
398
$566K 0.05%
26,687
-2,768
399
$565K 0.05%
2,066
-1,921
400
$564K 0.04%
4,748
-623
14 15
16
17 18