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
326
$679K 0.08%
37,416
-3,968
327
$676K 0.08%
2,373
-683
328
$672K 0.08%
22,527
+9,082
329
$672K 0.08%
34,632
-5,246
330
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6,270
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331
$666K 0.07%
13,625
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332
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38,109
+23,508
333
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6,308
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334
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6,808
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335
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5,933
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336
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545
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337
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6,884
-2,161
338
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5,798
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339
$628K 0.07%
+2,553
340
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11,305
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343
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13,140
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344
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8,532
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345
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2,969
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346
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18,903
+6,599
347
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22,555
+2,884
348
$613K 0.07%
1,845
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349
$612K 0.07%
6,179
-663
350
$608K 0.07%
9,861
-355
12 13
14
15 16