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
701
$210K 0.02%
+4,378
702
$209K 0.02%
3,946
-2,975
703
$209K 0.02%
+1,377
704
$208K 0.02%
+1,673
705
$208K 0.02%
+3,835
706
$208K 0.02%
2,757
-12,272
707
$207K 0.02%
+9,388
708
$206K 0.02%
7,004
+16
709
$206K 0.02%
1,991
-580
710
$206K 0.02%
+903
711
$205K 0.02%
6,903
-581
712
$205K 0.02%
9,753
-5,095
713
$205K 0.02%
1,408
-1,720
714
$205K 0.02%
+1,656
715
$204K 0.02%
2,406
+29
716
$203K 0.02%
3,035
+281
717
$203K 0.02%
+9,521
718
$201K 0.02%
+3,245
719
$201K 0.02%
+7,337
720
$200K 0.02%
14,772
-1,202
721
$194K 0.02%
10,126
-750
722
$192K 0.02%
49,606
-1,041
723
$186K 0.01%
29,125
+351
724
$177K 0.01%
31,354
-30,270
725
$176K 0.01%
14,496
-851
27 28
29
30 31