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
101
$2.14M 0.17%
25,551
-1,173
102
$2.12M 0.17%
5,237
-99
103
$2.11M 0.17%
14,671
-1,682
104
$2.1M 0.17%
3,609
-256
105
$2.09M 0.17%
41,120
+6,453
106
$2.09M 0.17%
25,873
-1,146
107
$2.09M 0.17%
89,277
+764
108
$2.07M 0.17%
11,431
+3,246
109
$2.07M 0.17%
23,889
-2,199
110
$2.07M 0.16%
6,425
-183
111
$2.06M 0.16%
4,228
+177
112
$2.06M 0.16%
3,327
-916
113
$2.05M 0.16%
26,104
-157
114
$2.02M 0.16%
42,926
-4,632
115
$2.01M 0.16%
2,595
-796
116
$1.99M 0.16%
2,804
+30
117
$1.98M 0.16%
90,399
-4,277
118
$1.97M 0.16%
77,514
-2,012
119
$1.97M 0.16%
22,420
-2,374
120
$1.97M 0.16%
36,959
-2,611
121
$1.91M 0.15%
+18,981
122
$1.91M 0.15%
20,526
-1,352
123
$1.91M 0.15%
11,024
-4,606
124
$1.9M 0.15%
55,446
+2,440
125
$1.9M 0.15%
23,523
-928
3 4
5
6 7