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
76
$491K 0.13%
10,512
-32,827
77
$482K 0.13%
9,438
-33,919
78
$480K 0.13%
1,974
-48,357
79
$469K 0.12%
6,193
-4,592
80
$466K 0.12%
10,725
-7,865
81
$462K 0.12%
1,897
-5,628
82
$440K 0.12%
+5,532
83
$437K 0.12%
10,865
-8,288
84
$435K 0.12%
12,366
+103
85
$431K 0.11%
8,412
-133,773
86
$422K 0.11%
1,501
-6,125
87
$413K 0.11%
15,394
-65,063
88
$409K 0.11%
7,554
-32,561
89
$405K 0.11%
6,622
-1,883
90
$398K 0.11%
17,125
+154
91
$393K 0.1%
7,040
+2,078
92
$386K 0.1%
1,594
-2,585
93
$381K 0.1%
4,153
-249,427
94
$377K 0.1%
3,124
-10,849
95
$377K 0.1%
7,613
-56,634
96
$370K 0.1%
9,777
-6,710
97
$369K 0.1%
2,369
-2,286
98
$366K 0.1%
1,564
-1,107
99
$360K 0.1%
6,076
-20,623
100
$358K 0.09%
1,630
-35,022
2 3
4
5 6