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
451
$620K 0.05%
5,605
+2,063
452
$617K 0.05%
4,050
-524
453
$616K 0.05%
8,155
-4,188
454
$613K 0.05%
4,916
+363
455
$613K 0.05%
+19,593
456
$612K 0.05%
+10,858
457
$611K 0.05%
36,613
-1,322
458
$610K 0.05%
+102,878
459
$610K 0.05%
+2,895
460
$606K 0.05%
8,152
+1,394
461
$605K 0.05%
+10,686
462
$605K 0.05%
+10,836
463
$605K 0.05%
+11,566
464
$604K 0.05%
+6,488
465
$597K 0.05%
15,891
-457
466
$592K 0.05%
+11,883
467
$591K 0.05%
7,566
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468
$586K 0.05%
1,779
-1,124
469
$585K 0.05%
+11,408
470
$583K 0.05%
+6,120
471
$583K 0.05%
+6,943
472
$579K 0.05%
4,118
+777
473
$575K 0.04%
+7,161
474
$575K 0.04%
+6,143
475
$574K 0.04%
1,499
-274
17 18
19
20 21