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
301
$751K 0.08%
7,963
-6,015
302
$747K 0.08%
26,037
+5,101
303
$746K 0.08%
6,574
+26
304
$744K 0.08%
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305
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5,867
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306
$740K 0.08%
10,334
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307
$738K 0.08%
25,956
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308
$734K 0.08%
11,775
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309
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22,253
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3,313
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311
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12,317
-7,101
312
$724K 0.08%
1,806
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313
$723K 0.08%
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314
$722K 0.08%
6,335
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315
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28,437
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317
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14,360
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320
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5,635
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321
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3,575
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322
$692K 0.08%
32,726
+15,026
323
$692K 0.08%
5,689
-225
324
$687K 0.08%
872
-84
325
$680K 0.08%
12,236
-2,483
11 12
13
14 15