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
526
$369K 0.03%
16,811
+445
527
$369K 0.03%
6,340
-4,990
528
$369K 0.03%
10,750
-1,240
529
$368K 0.03%
5,309
-127
530
$366K 0.03%
10,988
-445
531
$363K 0.03%
12,162
-232
532
$362K 0.03%
6,294
-2,071
533
$362K 0.03%
1,865
-143
534
$361K 0.03%
36,997
-2,986
535
$359K 0.03%
2,755
-226
536
$359K 0.03%
5,370
-1,232
537
$359K 0.03%
+4,598
538
$357K 0.03%
17,391
+113
539
$357K 0.03%
3,315
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540
$356K 0.03%
9,349
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541
$356K 0.03%
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$355K 0.03%
31,510
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543
$354K 0.03%
16,665
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544
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1,524
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545
$353K 0.03%
5,722
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546
$353K 0.03%
4,909
-437
547
$352K 0.03%
51,441
-1,312
548
$351K 0.03%
+843
549
$350K 0.03%
3,345
+443
550
$350K 0.03%
8,372
-949
20 21
22
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