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
1
$55M 14.55%
1,457,467
-130,246
2
$45.3M 11.97%
625,142
-40,306
3
$32.6M 8.61%
993,169
-29,704
4
$31.4M 8.3%
168,283
-7,992
5
$20.6M 5.45%
312,547
-13,447
6
$19M 5.02%
602,517
-22,393
7
$16.3M 4.31%
241,468
-17,946
8
$12.9M 3.4%
363,001
-1,175
9
$12.4M 3.29%
390,016
-13,808
10
$10.1M 2.66%
316,121
-24,522
11
$10M 2.65%
175,287
-19,291
12
$9.57M 2.53%
102,550
-69,381
13
$3.57M 0.94%
64,507
-51,501
14
$3.29M 0.87%
74,265
-33,171
15
$3.23M 0.85%
55,428
-1,122
16
$3.2M 0.85%
46,762
-1,008
17
$3.2M 0.85%
117,125
-54,573
18
$2.81M 0.74%
19,962
-50,548
19
$2.77M 0.73%
10,861
-42,374
20
$2.6M 0.69%
24,866
-108,033
21
$2.22M 0.59%
80,310
+17,609
22
$2.17M 0.57%
3,538
-894
23
$2.12M 0.56%
54,837
-2,540
24
$2.04M 0.54%
31,593
-25,401
25
$2M 0.53%
43,352
-18,408
1
2 3 4 5