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
451
$479K 0.04%
14,047
-882
452
$477K 0.04%
25,705
-1,776
453
$475K 0.04%
10,930
-475
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$474K 0.04%
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455
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15,476
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456
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457
$467K 0.04%
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459
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17,323
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460
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461
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462
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463
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+2,257
464
$453K 0.04%
9,830
+3,965
465
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3,377
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466
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468
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2,349
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470
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13,535
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471
$441K 0.04%
754
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472
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2,696
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473
$439K 0.04%
9,646
-1,671
474
$438K 0.03%
10,718
-1,045
475
$438K 0.03%
6,707
+1,123
17 18
19
20 21