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
51
$4.47M 0.36%
55,628
-4,076
52
$4.08M 0.33%
75,989
-4,322
53
$4.03M 0.32%
66,959
-2,750
54
$4.01M 0.32%
92,437
+67,122
55
$3.93M 0.31%
40,305
-2,140
56
$3.86M 0.31%
42,732
-8,980
57
$3.82M 0.3%
75,877
-5,429
58
$3.81M 0.3%
137,515
-5,602
59
$3.76M 0.3%
37,325
-19,592
60
$3.75M 0.3%
38,890
+4,025
61
$3.68M 0.29%
73,951
-38,914
62
$3.67M 0.29%
4,142
+314
63
$3.48M 0.28%
67,968
+1,355
64
$3.45M 0.28%
41,590
+7,261
65
$3.44M 0.27%
71,498
-1,701
66
$3.41M 0.27%
81,965
-4,110
67
$3.39M 0.27%
25,065
+1,052
68
$3.33M 0.27%
18,564
+4,821
69
$3.26M 0.26%
58,685
-460
70
$3.22M 0.26%
49,713
-393
71
$3.09M 0.25%
8,734
-1,389
72
$3.02M 0.24%
101,201
+13,518
73
$2.97M 0.24%
6,023
-389
74
$2.95M 0.24%
96,432
-4,095
75
$2.88M 0.23%
110,369
+1,224
1 2
3
4 5