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
276
$852K 0.1%
10,526
-2,060
277
$852K 0.1%
14,998
-1,840
278
$848K 0.1%
+12,152
279
$844K 0.09%
9,454
+1,363
280
$831K 0.09%
3,779
+254
281
$829K 0.09%
18,745
-2,695
282
$822K 0.09%
1,866
+205
283
$819K 0.09%
+6,170
284
$818K 0.09%
27,909
-5,249
285
$817K 0.09%
16,465
-31,136
286
$813K 0.09%
2,529
-782
287
$810K 0.09%
9,624
+2,241
288
$809K 0.09%
13,422
-3,489
289
$804K 0.09%
9,670
-1,087
290
$803K 0.09%
4,361
-1,309
291
$802K 0.09%
7,043
-252
292
$799K 0.09%
15,252
+4,677
293
$796K 0.09%
4,189
+1,291
294
$778K 0.09%
5,722
-353
295
$776K 0.09%
16,520
-5,849
296
$771K 0.09%
8,534
-3,014
297
$770K 0.09%
8,145
-229
298
$764K 0.09%
+18,900
299
$764K 0.09%
+31,696
300
$762K 0.09%
51,093
-8,317
10 11
12
13 14