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
151
$1.55M 0.12%
41,242
-2,763
152
$1.54M 0.12%
9,530
-598
153
$1.53M 0.12%
3,911
-302
154
$1.52M 0.12%
15,490
-3,124
155
$1.5M 0.12%
30,131
-411
156
$1.49M 0.12%
19,792
-1,582
157
$1.48M 0.12%
5,456
-34
158
$1.48M 0.12%
16,840
-1,946
159
$1.46M 0.12%
22,464
-1,030
160
$1.46M 0.12%
6,899
-1,538
161
$1.45M 0.12%
34,980
-3,130
162
$1.43M 0.11%
30,523
-1,660
163
$1.43M 0.11%
2,816
+619
164
$1.42M 0.11%
6,380
+298
165
$1.42M 0.11%
39,566
+7
166
$1.41M 0.11%
52,883
+889
167
$1.4M 0.11%
4,820
-572
168
$1.39M 0.11%
4,014
-9
169
$1.39M 0.11%
13,708
+29
170
$1.38M 0.11%
26,247
+1,185
171
$1.37M 0.11%
7,078
-1,482
172
$1.37M 0.11%
27,058
-1,163
173
$1.36M 0.11%
32,035
-1,378
174
$1.36M 0.11%
5,881
+3,047
175
$1.35M 0.11%
30,329
+10,851
5 6
7
8 9