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
651
$254K 0.02%
+10,467
652
$251K 0.02%
+4,108
653
$250K 0.02%
3,925
-304
654
$249K 0.02%
+589
655
$246K 0.02%
+4,662
656
$246K 0.02%
1,226
+37
657
$243K 0.02%
415
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658
$243K 0.02%
+2,046
659
$240K 0.02%
7,705
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660
$240K 0.02%
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661
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636
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662
$240K 0.02%
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663
$238K 0.02%
8,472
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664
$238K 0.02%
+14,040
665
$238K 0.02%
+12,632
666
$238K 0.02%
4,596
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$237K 0.02%
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3,074
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670
$234K 0.02%
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671
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672
$232K 0.02%
+4,798
673
$232K 0.02%
3,211
-806
674
$231K 0.02%
+1,767
675
$230K 0.02%
3,883
+151
25 26
27
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