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
351
$606K 0.07%
20,368
-5,215
352
$605K 0.07%
24,216
-2,612
353
$594K 0.07%
5,102
-320
354
$593K 0.07%
8,785
-1,748
355
$591K 0.07%
+7,468
356
$590K 0.07%
19,579
-105,815
357
$587K 0.07%
19,116
+250
358
$583K 0.07%
9,872
-2,327
359
$583K 0.07%
3,431
+1,089
360
$581K 0.07%
14,528
-3,919
361
$578K 0.06%
4,083
-1,060
362
$577K 0.06%
2,184
+383
363
$576K 0.06%
1,256
+214
364
$574K 0.06%
3,253
+10
365
$570K 0.06%
32,630
-1,742
366
$566K 0.06%
7,484
-4,579
367
$565K 0.06%
16,442
+6,854
368
$564K 0.06%
3,074
-2,739
369
$560K 0.06%
16,674
+888
370
$557K 0.06%
45,588
-5,876
371
$557K 0.06%
7,982
-327
372
$555K 0.06%
3,779
+178
373
$555K 0.06%
2,656
-690
374
$552K 0.06%
71,541
-2,883
375
$547K 0.06%
8,607
-1,616
13 14
15
16 17