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
376
$796K 0.06%
31,656
+20,426
377
$795K 0.06%
5,193
+1,165
378
$791K 0.06%
+7,395
379
$790K 0.06%
3,510
+249
380
$785K 0.06%
+10,391
381
$784K 0.06%
11,835
-1,419
382
$780K 0.06%
+3,213
383
$772K 0.06%
+134,039
384
$771K 0.06%
+34,798
385
$771K 0.06%
+35,423
386
$769K 0.06%
35,518
+520
387
$768K 0.06%
9,404
+172
388
$768K 0.06%
+36,323
389
$765K 0.06%
3,668
+1,289
390
$764K 0.06%
9,659
-3,033
391
$763K 0.06%
+34,453
392
$751K 0.06%
+34,942
393
$747K 0.06%
+15,352
394
$745K 0.06%
17,905
-573
395
$744K 0.06%
27,416
+9,408
396
$738K 0.06%
3,086
+773
397
$738K 0.06%
+95,841
398
$734K 0.06%
16,880
-385
399
$732K 0.06%
3,086
+303
400
$729K 0.06%
2,362
+456
14 15
16
17 18