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
251
$952K 0.11%
79,840
-13,844
252
$943K 0.11%
7,688
+366
253
$942K 0.11%
+54,790
254
$941K 0.11%
6,874
-1,081
255
$937K 0.11%
4,578
-408
256
$935K 0.1%
+22,513
257
$934K 0.1%
10,429
+1,356
258
$924K 0.1%
10,870
-699
259
$916K 0.1%
+47,014
260
$916K 0.1%
18,323
-17,617
261
$904K 0.1%
2,911
+978
262
$902K 0.1%
15,644
-2,439
263
$897K 0.1%
7,648
+184
264
$897K 0.1%
10,719
-1,011
265
$894K 0.1%
2,966
+85
266
$893K 0.1%
12,243
+607
267
$890K 0.1%
9,213
+1,000
268
$888K 0.1%
+69,741
269
$887K 0.1%
7,657
+1,346
270
$886K 0.1%
23,815
+3,251
271
$882K 0.1%
11,667
+3,356
272
$876K 0.1%
27,465
+607
273
$862K 0.1%
28,682
+215
274
$856K 0.1%
4,553
+2,185
275
$854K 0.1%
7,912
-1,526
9 10
11
12 13