FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
-$875M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$724K
3
+$521K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$486K
5
KVLE icon
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
+$473K

Top Sells

1
+$59.5M
2
+$22.9M
3
+$20.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$18.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.3M

Sector Composition

1 Technology 1.34%
2 Financials 0.48%
3 Communication Services 0.33%
4 Consumer Discretionary 0.15%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-113
702
– –
-6,385
703
– –
-906
704
– –
-14,457
705
– –
-32,173
706
– –
-35,940
707
– –
-4,340
708
– –
-22,975
709
– –
-53,359
710
– –
-4,047
711
– –
-8,048
712
– –
-23,164
713
– –
-1,569
714
– –
-12,998
715
– –
-332
716
– –
-2,122
717
– –
-547
718
– –
-7,562
719
– –
-215
720
– –
-19,694
721
– –
-42,791
722
– –
-5,637
723
– –
-19,661
724
– –
-20,384
725
– –
-60,138
26 27 28
29
30