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
726
$174K 0.01%
17,425
-425
727
$170K 0.01%
20,170
-279
728
$169K 0.01%
14,898
+389
729
$166K 0.01%
14,318
+369
730
$165K 0.01%
11,476
-1,759
731
$164K 0.01%
+10,050
732
$157K 0.01%
+23,273
733
$155K 0.01%
17,911
-283
734
$153K 0.01%
14,447
+1,142
735
$150K 0.01%
32,218
-1,943
736
$143K 0.01%
18,814
-2,035
737
$130K 0.01%
13,895
+576
738
$102K 0.01%
15,842
-1,463
739
$91.4K 0.01%
15,408
-1,492
740
$90.2K 0.01%
+14,914
741
$85.5K 0.01%
18,796
-1,081
742
$83.5K 0.01%
49,117
-11,022
743
$69.7K 0.01%
10,433
-1,144
744
$54.7K ﹤0.01%
13,500
+2,725
745
$54K ﹤0.01%
15,114
-2,789
746
$53.6K ﹤0.01%
27,346
+1,539
747
$47.9K ﹤0.01%
+12,345
748
$33.1K ﹤0.01%
16,078
-1,667
749
$31.9K ﹤0.01%
10,392
-744
750
$30.9K ﹤0.01%
2,480
-75
28 29
30
31 32