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
$891M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$11.7M
3
+$10.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.39M

Top Sells

1
+$12M
2
+$8.31M
3
+$7.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.4M
5
VAW icon
Vanguard Materials ETF
VAW
+$4.09M

Sector Composition

1 Technology 12.03%
2 Healthcare 6.99%
3 Financials 5.87%
4 Industrials 4.63%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.12%
138,179
-12,319
227
$1.06M 0.12%
+43,861
228
$1.06M 0.12%
+5,123
229
$1.06M 0.12%
12,681
-2,071
230
$1.05M 0.12%
9,508
-3,991
231
$1.05M 0.12%
16,290
+480
232
$1.04M 0.12%
22,844
-12,078
233
$1.02M 0.11%
12,462
-2,078
234
$1.01M 0.11%
8,382
-882
235
$1.01M 0.11%
21,229
-2,283
236
$1.01M 0.11%
+14,825
237
$1,000K 0.11%
9,907
-1,313
238
$998K 0.11%
+313,915
239
$995K 0.11%
4,674
+1,440
240
$995K 0.11%
+13,696
241
$994K 0.11%
15,576
-199
242
$989K 0.11%
2,316
-929
243
$987K 0.11%
1,966
-27
244
$987K 0.11%
+28,125
245
$976K 0.11%
39,160
-18,030
246
$972K 0.11%
+2,386
247
$970K 0.11%
+10,034
248
$970K 0.11%
+12,507
249
$969K 0.11%
1,236
+33
250
$968K 0.11%
22,184
-11,046
8 9
10
11 12