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
476
$574K 0.04%
+3,014
477
$572K 0.04%
12,452
-32
478
$571K 0.04%
4,969
+1,737
479
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14,579
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480
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5,771
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481
$564K 0.04%
15,805
-27
482
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488
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483
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15,370
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484
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485
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9,270
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486
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34,787
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487
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488
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-42
489
$556K 0.04%
7,651
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490
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491
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493
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3,834
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494
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495
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6,086
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496
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+8,447
497
$536K 0.04%
5,580
+1,888
498
$536K 0.04%
+15,690
499
$535K 0.04%
+32,614
500
$535K 0.04%
6,588
-566
18 19
20
21 22