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
476
$377K 0.04%
8,838
-1,451
477
$376K 0.04%
2,599
-709
478
$374K 0.04%
7,839
+110
479
$370K 0.04%
10,168
-1,340
480
$367K 0.04%
+8,600
481
$365K 0.04%
10,635
-3,259
482
$361K 0.04%
85,554
-3,870
483
$359K 0.04%
2,143
-242
484
$358K 0.04%
5,952
-1,295
485
$357K 0.04%
3,238
+794
486
$356K 0.04%
1,322
+213
487
$355K 0.04%
2,869
-562
488
$355K 0.04%
16,918
-1,751
489
$354K 0.04%
+1,205
490
$353K 0.04%
1,407
-206
491
$353K 0.04%
2,916
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492
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5,250
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493
$351K 0.04%
13,038
-2,027
494
$350K 0.04%
17,027
-8,386
495
$349K 0.04%
22,867
-6,884
496
$347K 0.04%
+3,948
497
$346K 0.04%
+841
498
$345K 0.04%
5,544
+202
499
$343K 0.04%
5,149
-2,528
500
$343K 0.04%
+6,068
18 19
20
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