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
201
$1.19M 0.09%
2,527
+7
202
$1.19M 0.09%
3,663
+2,938
203
$1.18M 0.09%
57,807
-17,648
204
$1.17M 0.09%
4,969
+2,559
205
$1.17M 0.09%
13,009
-1,130
206
$1.16M 0.09%
24,556
+5,076
207
$1.15M 0.09%
27,646
-1,806
208
$1.15M 0.09%
13,724
-1,659
209
$1.13M 0.09%
5,508
-268
210
$1.13M 0.09%
34,080
-2,184
211
$1.12M 0.09%
5,778
+4,523
212
$1.12M 0.09%
71,253
-4,992
213
$1.11M 0.09%
5,699
+1,632
214
$1.11M 0.09%
5,530
+121
215
$1.1M 0.09%
13,332
+143
216
$1.09M 0.09%
20,707
+320
217
$1.09M 0.09%
102,153
-5,313
218
$1.09M 0.09%
4,938
-917
219
$1.09M 0.09%
20,468
+815
220
$1.08M 0.09%
9,218
+825
221
$1.08M 0.09%
24,095
-2,511
222
$1.08M 0.09%
11,051
-1,483
223
$1.07M 0.09%
2,480
+17
224
$1.07M 0.09%
20,358
+208
225
$1.06M 0.08%
+16,092
7 8
9
10 11