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
426
$451K 0.05%
57,841
-3,981
427
$448K 0.05%
1,789
-185
428
$446K 0.05%
+4,754
429
$446K 0.05%
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430
$445K 0.05%
11,071
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431
$444K 0.05%
1,790
-445
432
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36,203
-102
433
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434
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11,440
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435
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8,293
+2,430
436
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2,992
-2,071
437
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1,794
-3
438
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15,656
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439
$433K 0.05%
6,170
+2,391
440
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3,120
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443
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3,219
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444
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4,436
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445
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3,793
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446
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1,088
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447
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21,608
-2,754
448
$421K 0.05%
14,002
-1,470
449
$420K 0.05%
31,301
-3,249
450
$417K 0.05%
19,258
-1,448
16 17
18
19 20