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
51
$814K 0.22%
8,626
-7,252
52
$812K 0.21%
10,158
-21,888
53
$800K 0.21%
3,145
-1,857
54
$775K 0.2%
10,287
-5,994
55
$753K 0.2%
7,509
-185,343
56
$752K 0.2%
17,426
-8,474
57
$751K 0.2%
23,932
-768
58
$748K 0.2%
+15,740
59
$746K 0.2%
2,539
-1,350
60
$734K 0.19%
12,252
-39,649
61
$727K 0.19%
10,086
-3,026
62
$654K 0.17%
8,349
-36,682
63
$640K 0.17%
7,678
-52,065
64
$631K 0.17%
17,502
-17,052
65
$626K 0.17%
1,209
-22,601
66
$592K 0.16%
3,044
-23,453
67
$567K 0.15%
13,010
-18,630
68
$567K 0.15%
12,660
-26,370
69
$555K 0.15%
12,579
-6,300
70
$554K 0.15%
12,402
-26,010
71
$526K 0.14%
+15,407
72
$522K 0.14%
+20,627
73
$517K 0.14%
12,266
-17,109
74
$516K 0.14%
5,640
-8,978
75
$493K 0.13%
821
-2,352
1 2
3
4 5