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
501
$396K 0.03%
+6,882
502
$395K 0.03%
17,073
-1,245
503
$394K 0.03%
10,474
-48
504
$392K 0.03%
4,076
-282
505
$391K 0.03%
11,941
-793
506
$389K 0.03%
158,899
-13,375
507
$389K 0.03%
5,958
-461
508
$389K 0.03%
4,770
-3,314
509
$388K 0.03%
10,658
+3,903
510
$387K 0.03%
+8,069
511
$387K 0.03%
12,491
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512
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2,286
-41
513
$386K 0.03%
2,193
-1,797
514
$384K 0.03%
7,034
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515
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516
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517
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21,594
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519
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520
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25,017
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521
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7,437
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$377K 0.03%
1,859
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523
$376K 0.03%
3,130
+29
524
$372K 0.03%
19,857
-295
525
$372K 0.03%
9,025
-578
19 20
21
22 23