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
101
$355K 0.09%
5,204
-37,881
102
$354K 0.09%
3,320
-4,114
103
$352K 0.09%
8,222
-21,762
104
$349K 0.09%
5,146
-17,119
105
$344K 0.09%
9,805
+84
106
$335K 0.09%
5,140
-238,469
107
$332K 0.09%
12,219
-11,890
108
$328K 0.09%
13,288
-45,280
109
$315K 0.08%
4,195
-3,400
110
$315K 0.08%
429
-9,619
111
$312K 0.08%
2,600
-2,545
112
$307K 0.08%
5,875
-29,583
113
$305K 0.08%
1,236
-36,682
114
$300K 0.08%
6,487
-31,657
115
$300K 0.08%
879
-7,004
116
$297K 0.08%
12,467
-59,704
117
$285K 0.08%
868
-553
118
$280K 0.07%
5,163
-23,661
119
$276K 0.07%
3,805
-4,224
120
$272K 0.07%
5,695
-28,765
121
$270K 0.07%
2,690
+9
122
$267K 0.07%
7,592
-7,390
123
$267K 0.07%
5,973
-45,448
124
$246K 0.07%
1,761
-12,918
125
$240K 0.06%
7,486
-3,171
3 4
5
6 7