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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
$1.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.2M
3
+$12.4M
4
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$9.3M
5
VTV icon
Vanguard Value ETF
VTV
+$8.29M

Top Sells

1
+$29.6M
2
+$14.4M
3
+$9.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.07M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.96M

Sector Composition

1 Technology 9.02%
2 Healthcare 4.23%
3 Financials 3.58%
4 Industrials 3.31%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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-41,388
827
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-6,955
828
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-12,710
829
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-11,216
830
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-3,731
831
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-4,322
832
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-5,303
833
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-23,000
834
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-4,976
835
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-1,590
836
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-3,787
837
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-6,790
838
– –
-8,763
839
– –
-16,252
840
– –
-16,656
841
– –
-13,840
842
– –
-10,182
843
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-11,742
844
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-1,029
845
– –
-1,072
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