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
26
$1.9M 0.5%
62,484
-57,316
27
$1.85M 0.49%
36,598
-23,844
28
$1.74M 0.46%
22,001
-9,872
29
$1.51M 0.4%
+2
30
$1.5M 0.4%
60,674
-43,143
31
$1.48M 0.39%
16,590
-79,045
32
$1.45M 0.38%
26,865
-137,787
33
$1.44M 0.38%
14,354
+95
34
$1.41M 0.37%
11,870
-40,331
35
$1.25M 0.33%
1,877
-92,743
36
$1.13M 0.3%
8,130
-41,761
37
$1.11M 0.29%
9,254
-41,064
38
$1.04M 0.27%
8,626
-94,121
39
$1.04M 0.27%
5,565
-74,136
40
$1.02M 0.27%
11,723
-239,295
41
$1.02M 0.27%
18,460
-17,972
42
$1.01M 0.27%
14,044
-1,068
43
$1.01M 0.27%
6,530
-3,802
44
$964K 0.25%
9,696
-4,843
45
$945K 0.25%
26,683
-7,436
46
$920K 0.24%
18,143
-11,793
47
$915K 0.24%
28,662
-198,757
48
$883K 0.23%
9,965
-10,606
49
$839K 0.22%
11,423
-1,486
50
$836K 0.22%
1,249
-10,520
1
2
3 4 5