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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
126
$238K 0.06%
4,919
-69,191
127
$237K 0.06%
307
-129
128
$237K 0.06%
4,131
-4,588
129
$228K 0.06%
1,050
-5,225
130
$227K 0.06%
4,832
-151,091
131
$225K 0.06%
1,593
-2,371
132
$225K 0.06%
329
-2,233
133
$223K 0.06%
1,564
-2,053
134
$222K 0.06%
3,900
-19,431
135
$221K 0.06%
3,034
-23,513
136
$219K 0.06%
592
-4,528
137
$217K 0.06%
3,294
-11,383
138
$216K 0.06%
6,797
-3,546
139
$209K 0.06%
1,014
-4,641
140
$204K 0.05%
795
-2,996
141
– –
-1,659
142
– –
-8,248
143
– –
-40,239
144
– –
-7,884
145
– –
-9,898
146
– –
-9,055
147
– –
-9,525
148
– –
-36,157
149
– –
-1,727
150
– –
-1,278
4 5
6
7 8