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
26
$7.28M 0.57%
135,236
+65,734
27
$7.2M 0.56%
+211,908
28
$7.13M 0.55%
277,968
-29,656
29
$6.89M 0.54%
79,860
-32,052
30
$6.86M 0.53%
19,278
-4,907
31
$6.72M 0.52%
64,339
+3,282
32
$6.68M 0.52%
53,222
-3,999
33
$6.45M 0.5%
304,000
+19,490
34
$6.33M 0.49%
+57,180
35
$6.31M 0.49%
24,711
-2,646
36
$6.16M 0.48%
109,141
-4,883
37
$6.04M 0.47%
58,600
-8,080
38
$5.98M 0.46%
45,968
-135,020
39
$5.92M 0.46%
25,097
-1,689
40
$5.86M 0.46%
74,395
+59,402
41
$5.82M 0.45%
13,882
-1,590
42
$5.8M 0.45%
49,042
+12,741
43
$5.63M 0.44%
+51,709
44
$5.46M 0.42%
66,480
-7,062
45
$5.41M 0.42%
49,645
+4,805
46
$5.38M 0.42%
38,067
-15,990
47
$5.05M 0.39%
+92,411
48
$5.02M 0.39%
77,620
-3,081
49
$4.85M 0.38%
126,483
+33,538
50
$4.71M 0.37%
41,671
-17,855
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