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
476
$430K 0.03%
1,876
+281
477
$430K 0.03%
+20,897
478
$425K 0.03%
3,508
+960
479
$424K 0.03%
+61,692
480
$424K 0.03%
2,733
-283
481
$424K 0.03%
4,232
+919
482
$424K 0.03%
+4,756
483
$423K 0.03%
1,849
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484
$422K 0.03%
13,641
-658
485
$421K 0.03%
3,478
+427
486
$419K 0.03%
+3,640
487
$416K 0.03%
3,965
-126
488
$416K 0.03%
17,503
-1,227
489
$415K 0.03%
9,959
+74
490
$414K 0.03%
125,735
-6,940
491
$413K 0.03%
5,385
-1,515
492
$413K 0.03%
12,142
+1,166
493
$410K 0.03%
114,274
-6,656
494
$409K 0.03%
505
-114
495
$409K 0.03%
17,865
+5,179
496
$409K 0.03%
11,724
+108
497
$406K 0.03%
7,102
+1,022
498
$405K 0.03%
+2,438
499
$403K 0.03%
1,107
-413
500
$396K 0.03%
11,967
+1,970
18 19
20
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