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
326
$921K 0.07%
27,960
+2,120
327
$920K 0.07%
5,367
+806
328
$919K 0.07%
3,234
+939
329
$919K 0.07%
+12,535
330
$916K 0.07%
13,405
+2,934
331
$912K 0.07%
20,322
-8,532
332
$911K 0.07%
+8,659
333
$905K 0.07%
1,904
+897
334
$903K 0.07%
13,573
+1,887
335
$902K 0.07%
+31,836
336
$902K 0.07%
12,995
+6,267
337
$901K 0.07%
+6,280
338
$901K 0.07%
6,419
+3,457
339
$894K 0.07%
11,139
+4,836
340
$892K 0.07%
+33,396
341
$889K 0.07%
2,217
-929
342
$887K 0.07%
+33,633
343
$883K 0.07%
65,812
-23,257
344
$880K 0.07%
+14,185
345
$872K 0.07%
9,387
-5,461
346
$863K 0.07%
+16,823
347
$861K 0.07%
6,740
+1,601
348
$852K 0.07%
+8,650
349
$847K 0.07%
+21,440
350
$844K 0.07%
16,446
-2,880
12 13
14
15 16