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
276
$1.1M 0.09%
2,720
+603
277
$1.1M 0.09%
18,137
+12,576
278
$1.1M 0.09%
4,890
+621
279
$1.09M 0.08%
+951
280
$1.09M 0.08%
40,534
-13,864
281
$1.09M 0.08%
+6,316
282
$1.09M 0.08%
10,241
+1,402
283
$1.08M 0.08%
+9,180
284
$1.08M 0.08%
+20,064
285
$1.07M 0.08%
35,287
-1,669
286
$1.07M 0.08%
7,656
-811
287
$1.06M 0.08%
+3,311
288
$1.06M 0.08%
+3,262
289
$1.05M 0.08%
+45,132
290
$1.05M 0.08%
3,788
+3,118
291
$1.05M 0.08%
17,519
+5,556
292
$1.05M 0.08%
22,581
-2,143
293
$1.05M 0.08%
+48,224
294
$1.04M 0.08%
+32,631
295
$1.04M 0.08%
+8,401
296
$1.04M 0.08%
+3,302
297
$1.04M 0.08%
+45,073
298
$1.03M 0.08%
18,464
+2,361
299
$1.03M 0.08%
7,168
+4,402
300
$1.03M 0.08%
7,778
+1,754
10 11
12
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