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
426
$526K 0.04%
3,075
-252
427
$521K 0.04%
1,387
+139
428
$519K 0.04%
+72,993
429
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4,376
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430
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2,334
-1
431
$515K 0.04%
17,421
-1,050
432
$515K 0.04%
2,182
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433
$515K 0.04%
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434
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2,218
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435
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-891
436
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5,551
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437
$504K 0.04%
3,694
-953
438
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439
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5,242
+1,486
440
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441
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443
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5,247
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445
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2,315
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446
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+13,737
447
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1,779
+126
448
$487K 0.04%
4,709
-473
449
$483K 0.04%
8,521
+746
450
$480K 0.04%
4,344
-5,455
16 17
18
19 20