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
351
$844K 0.07%
+33,796
352
$844K 0.07%
+6,232
353
$843K 0.07%
+34,344
354
$842K 0.07%
7,771
+580
355
$839K 0.07%
+33,174
356
$838K 0.07%
+16,507
357
$836K 0.06%
+12,235
358
$835K 0.06%
5,186
+1,775
359
$829K 0.06%
+31,969
360
$828K 0.06%
+33,454
361
$825K 0.06%
+29,414
362
$824K 0.06%
15,399
+5,078
363
$823K 0.06%
43,961
-11,242
364
$822K 0.06%
+21,357
365
$818K 0.06%
3,182
+135
366
$815K 0.06%
9,068
-428
367
$813K 0.06%
8,917
+2,720
368
$812K 0.06%
+18,626
369
$812K 0.06%
7,431
+2,377
370
$810K 0.06%
21,094
-14,754
371
$810K 0.06%
129,542
+112,976
372
$809K 0.06%
15,341
-4,168
373
$807K 0.06%
9,524
-1,160
374
$798K 0.06%
183,087
+130,084
375
$798K 0.06%
7,380
-147
13 14
15
16 17