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
401
$728K 0.06%
29,958
-6,727
402
$726K 0.06%
7,392
-2,534
403
$723K 0.06%
9,279
+2,238
404
$722K 0.06%
7,988
+311
405
$717K 0.06%
19,005
-5,765
406
$716K 0.06%
+2,922
407
$708K 0.06%
34,236
-3,340
408
$701K 0.05%
3,223
+633
409
$701K 0.05%
+27,498
410
$701K 0.05%
19,569
+79
411
$695K 0.05%
+23,478
412
$695K 0.05%
+16,542
413
$693K 0.05%
4,075
-660
414
$691K 0.05%
2,254
+556
415
$690K 0.05%
5,646
-497
416
$688K 0.05%
+2,845
417
$683K 0.05%
3,011
+494
418
$682K 0.05%
57,662
-4,611
419
$680K 0.05%
5,672
+872
420
$677K 0.05%
8,591
+3,411
421
$677K 0.05%
11,040
+6,144
422
$674K 0.05%
3,900
+921
423
$674K 0.05%
+8,849
424
$673K 0.05%
+16,362
425
$673K 0.05%
+28,066
15 16
17
18 19