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
26
$9.52M 0.76%
+176,230
27
$9.29M 0.74%
112,045
-6,086
28
$9.11M 0.73%
280,312
-12,885
29
$8.08M 0.64%
82,382
-5,839
30
$7.87M 0.63%
51,076
-1,439
31
$7.69M 0.61%
169,615
+46,104
32
$7.66M 0.61%
46,212
+1,021
33
$7.35M 0.59%
39,421
+28
34
$7.03M 0.56%
119,101
+5,749
35
$6.71M 0.53%
229,842
-2,943
36
$6.59M 0.52%
139,508
+7,029
37
$6.31M 0.5%
119,393
-6,991
38
$6.24M 0.5%
10,895
+227
39
$6.01M 0.48%
178,292
+11,756
40
$5.71M 0.45%
71,857
+6,092
41
$5.61M 0.45%
28,004
+1,745
42
$5.47M 0.44%
122,266
+2,131
43
$5.39M 0.43%
195,472
+2,191
44
$5.22M 0.42%
46,243
-21,243
45
$5.22M 0.42%
65,675
-6,901
46
$5.21M 0.42%
21,450
+11,464
47
$4.96M 0.4%
97,822
-40,848
48
$4.83M 0.38%
27,731
-10,308
49
$4.71M 0.38%
64,688
-14,136
50
$4.49M 0.36%
38,353
-4,037
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