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
426
$670K 0.05%
8,455
+2,768
427
$668K 0.05%
18,441
-736
428
$665K 0.05%
3,035
-1,690
429
$665K 0.05%
13,530
+1,119
430
$664K 0.05%
2,839
-1,137
431
$662K 0.05%
+16,540
432
$661K 0.05%
13,317
-1,526
433
$660K 0.05%
+18,240
434
$658K 0.05%
27,268
-10,700
435
$655K 0.05%
5,207
-210
436
$652K 0.05%
6,753
+961
437
$650K 0.05%
+13,475
438
$650K 0.05%
36,316
+10,848
439
$648K 0.05%
6,519
+1,196
440
$642K 0.05%
15,557
-588
441
$638K 0.05%
+23,770
442
$637K 0.05%
4,252
-170
443
$636K 0.05%
6,965
+2,029
444
$636K 0.05%
+20,592
445
$634K 0.05%
3,788
-661
446
$632K 0.05%
+3,285
447
$631K 0.05%
2,178
-595
448
$624K 0.05%
24,135
-3,886
449
$623K 0.05%
12,117
-389
450
$622K 0.05%
2,877
+233
16 17
18
19 20