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
251
$1.23M 0.1%
37,331
-4,278
252
$1.22M 0.09%
2,340
+543
253
$1.22M 0.09%
25,407
+16,301
254
$1.21M 0.09%
3,277
+1,406
255
$1.21M 0.09%
12,340
+6,575
256
$1.21M 0.09%
18,192
-1,378
257
$1.2M 0.09%
+8,449
258
$1.19M 0.09%
4,589
+1,099
259
$1.18M 0.09%
839
+217
260
$1.18M 0.09%
8,304
+1,458
261
$1.17M 0.09%
+15,286
262
$1.16M 0.09%
18,908
+1,249
263
$1.16M 0.09%
+36,217
264
$1.16M 0.09%
7,157
+911
265
$1.16M 0.09%
22,620
+12,983
266
$1.15M 0.09%
7,681
-214
267
$1.15M 0.09%
+42,570
268
$1.13M 0.09%
24,785
-687
269
$1.12M 0.09%
+4,737
270
$1.11M 0.09%
4,268
+678
271
$1.11M 0.09%
5,158
-1,861
272
$1.11M 0.09%
10,847
-911
273
$1.11M 0.09%
21,103
+4,584
274
$1.11M 0.09%
7,955
+3,485
275
$1.1M 0.09%
8,734
-417
9 10
11
12 13