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
76
$2.86M 0.23%
4,965
+1,678
77
$2.79M 0.22%
42,748
-2,147
78
$2.77M 0.22%
15,972
-408
79
$2.75M 0.22%
16,182
+1,667
80
$2.73M 0.22%
+23,665
81
$2.63M 0.21%
3,160
-629
82
$2.58M 0.21%
4,416
-691
83
$2.53M 0.2%
22,290
+1,368
84
$2.52M 0.2%
82,873
-782
85
$2.51M 0.2%
94,132
-3,387
86
$2.43M 0.19%
10,978
+6,029
87
$2.41M 0.19%
8,891
-57
88
$2.41M 0.19%
+16,083
89
$2.36M 0.19%
11,702
+1,442
90
$2.32M 0.18%
60,906
-2,909
91
$2.23M 0.18%
8,115
+562
92
$2.21M 0.18%
11,214
-605
93
$2.2M 0.18%
52,775
-6,707
94
$2.19M 0.17%
4,714
+168
95
$2.18M 0.17%
18,277
-1,058
96
$2.17M 0.17%
6,020
-307
97
$2.17M 0.17%
26,082
-1,489
98
$2.17M 0.17%
44,584
-846
99
$2.15M 0.17%
4,068
-53
100
$2.14M 0.17%
16,197
-1,673
2 3
4
5 6