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
301
$1.02M 0.08%
28,895
+6,640
302
$1.02M 0.08%
7,751
+288
303
$1.02M 0.08%
5,469
+162
304
$1.01M 0.08%
12,074
-475
305
$997K 0.08%
5,128
+1,082
306
$996K 0.08%
5,427
+1,846
307
$994K 0.08%
11,157
+121
308
$984K 0.08%
4,442
+491
309
$982K 0.08%
8,997
+491
310
$978K 0.08%
17,119
-1,043
311
$969K 0.08%
6,384
+3,555
312
$963K 0.07%
+44,151
313
$954K 0.07%
2,947
+1,229
314
$951K 0.07%
4,348
-438
315
$950K 0.07%
29,277
-3,197
316
$950K 0.07%
6,215
-3,709
317
$945K 0.07%
+5,170
318
$942K 0.07%
4,613
+1,144
319
$942K 0.07%
1,992
-1,160
320
$941K 0.07%
13,408
-4,174
321
$940K 0.07%
1,736
+571
322
$938K 0.07%
15,789
-1,576
323
$928K 0.07%
10,414
+4,682
324
$927K 0.07%
5,638
-972
325
$926K 0.07%
3,983
-987
11 12
13
14 15