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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
-$875M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$724K
3
+$521K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$486K
5
KVLE icon
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
+$473K

Top Sells

1
+$59.5M
2
+$22.9M
3
+$20.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$18.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.3M

Sector Composition

1 Technology 1.34%
2 Financials 0.48%
3 Communication Services 0.33%
4 Consumer Discretionary 0.15%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-8,527
377
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-3,286
378
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-10,928
379
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-15,460
380
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-1,083
381
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-4,428
382
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-22,557
383
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-5,960
384
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-3,893
385
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-5,164
386
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-19,037
387
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-2,098
388
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-2,489
389
– –
-7,853
390
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-12,791
391
– –
-4,295
392
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-3,310
393
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-5,986
394
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-3,781
395
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-6,905
396
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-4,529
397
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-1,888
398
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-116,452
399
– –
-6,084
400
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-33,219
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