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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
401
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-30,708
402
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-11,650
403
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-65,640
404
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-21,894
405
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-7,063
406
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-35,023
407
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-7,955
408
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-1,609
409
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-17,217
410
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-13,253
411
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-17,108
412
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-3,164
413
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-17,103
414
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-10,167
415
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-59,443
416
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417
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-10,432
418
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-1,144
419
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-20,400
420
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-22,070
421
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422
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-10,497
423
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424
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425
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15 16
17
18 19