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
126
$1.89M 0.15%
7,872
+67
127
$1.88M 0.15%
3,635
-1,046
128
$1.85M 0.15%
40,603
-2,797
129
$1.84M 0.15%
14,603
-676
130
$1.83M 0.15%
4,969
-400
131
$1.82M 0.15%
2,931
+221
132
$1.8M 0.14%
19,317
-1,750
133
$1.78M 0.14%
8,625
-265
134
$1.77M 0.14%
22,565
-4,993
135
$1.75M 0.14%
33,604
+713
136
$1.75M 0.14%
72,483
-7,517
137
$1.74M 0.14%
413
+38
138
$1.73M 0.14%
8,224
+557
139
$1.71M 0.14%
36,412
+717
140
$1.71M 0.14%
6,141
+323
141
$1.71M 0.14%
27,991
+17,165
142
$1.67M 0.13%
15,074
-772
143
$1.66M 0.13%
6,334
-980
144
$1.66M 0.13%
9,723
+281
145
$1.63M 0.13%
26,439
-1,732
146
$1.62M 0.13%
9,844
+939
147
$1.59M 0.13%
14,427
-1,381
148
$1.59M 0.13%
3,447
-360
149
$1.58M 0.13%
1,782
-668
150
$1.58M 0.13%
+9,142
4 5
6
7 8