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
576
$321K 0.03%
7,777
-5,619
577
$321K 0.03%
2,907
-403
578
$319K 0.03%
1,159
-126
579
$318K 0.03%
5,246
-1,900
580
$318K 0.03%
9,229
-133
581
$317K 0.03%
4,344
-312
582
$316K 0.03%
15,910
-3,223
583
$316K 0.03%
5,536
+102
584
$316K 0.03%
1,468
-84
585
$313K 0.02%
1,254
-96
586
$312K 0.02%
7,988
+1,145
587
$312K 0.02%
2,240
-177
588
$311K 0.02%
10,560
-529
589
$311K 0.02%
1,291
+67
590
$311K 0.02%
9,826
-763
591
$310K 0.02%
4,446
-319
592
$309K 0.02%
4,887
-592
593
$309K 0.02%
13,995
+2,655
594
$307K 0.02%
1,937
-337
595
$302K 0.02%
3,890
+443
596
$301K 0.02%
5,841
-373
597
$300K 0.02%
4,253
-785
598
$299K 0.02%
1,204
-319
599
$298K 0.02%
663
-81
600
$298K 0.02%
16,083
-1,198
22 23
24
25 26