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
$1.29B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$16.8M
3
+$15.6M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$14.7M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$13.8M

Top Sells

1
+$17.6M
2
+$9.55M
3
+$9.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.84M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.51M

Sector Composition

1 Technology 14.92%
2 Healthcare 8.19%
3 Consumer Discretionary 6.71%
4 Financials 5.82%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.11%
7,027
+1,391
227
$1.37M 0.11%
18,428
-2,047
228
$1.36M 0.11%
16,737
-1,242
229
$1.36M 0.11%
+42,789
230
$1.36M 0.11%
7,686
-1,853
231
$1.34M 0.1%
10,462
-476
232
$1.34M 0.1%
8,167
+365
233
$1.33M 0.1%
+76,950
234
$1.33M 0.1%
4,722
+1,291
235
$1.32M 0.1%
+418
236
$1.31M 0.1%
57,863
-2,392
237
$1.31M 0.1%
17,338
+513
238
$1.3M 0.1%
6,522
+220
239
$1.3M 0.1%
14,580
+4,837
240
$1.3M 0.1%
+7,110
241
$1.29M 0.1%
47,704
-902
242
$1.29M 0.1%
+36,384
243
$1.28M 0.1%
11,190
+3,000
244
$1.28M 0.1%
14,551
+236
245
$1.28M 0.1%
19,469
-613
246
$1.28M 0.1%
7,446
+2,682
247
$1.26M 0.1%
+9,132
248
$1.25M 0.1%
3,353
-1,333
249
$1.24M 0.1%
20,323
+10,644
250
$1.23M 0.1%
7,119
+303
8 9
10
11 12