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
551
$349K 0.03%
5,240
+35
552
$349K 0.03%
7,363
+2,917
553
$348K 0.03%
14,479
-27
554
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555
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556
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557
$343K 0.03%
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$340K 0.03%
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559
$338K 0.03%
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560
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561
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562
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-160
563
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564
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565
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569
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663
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570
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2,983
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571
$326K 0.03%
2,754
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572
$326K 0.03%
5,481
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573
$325K 0.03%
26,370
-216
574
$325K 0.03%
706
+11
575
$322K 0.03%
+1,162
21 22
23
24 25