FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
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828
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829
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832
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833
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834
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835
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836
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837
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838
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839
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840
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841
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842
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843
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844
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-622
845
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-8,763
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