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
401
$493K 0.06%
223,937
-20,647
402
$487K 0.05%
+11,240
403
$484K 0.05%
3,559
-2,454
404
$483K 0.05%
6,218
+1,087
405
$479K 0.05%
5,426
-711
406
$479K 0.05%
2,872
-889
407
$478K 0.05%
6,986
-10,312
408
$474K 0.05%
16,056
-3,590
409
$471K 0.05%
9,032
-2,490
410
$466K 0.05%
1,069
+223
411
$465K 0.05%
27,627
-6,621
412
$463K 0.05%
3,961
-739
413
$463K 0.05%
8,203
-455
414
$462K 0.05%
6,170
-258
415
$461K 0.05%
3,996
-89
416
$461K 0.05%
+9,306
417
$459K 0.05%
8,762
-583
418
$458K 0.05%
44,718
-4,754
419
$458K 0.05%
5,288
-418
420
$458K 0.05%
1,023
+135
421
$456K 0.05%
+21,980
422
$456K 0.05%
1,828
+761
423
$455K 0.05%
3,671
+619
424
$452K 0.05%
15,063
-1,862
425
$451K 0.05%
10,163
+3,364
15 16
17
18 19