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
501
$532K 0.04%
+3,989
502
$532K 0.04%
+12,030
503
$530K 0.04%
16,652
-5,193
504
$530K 0.04%
7,360
-1,244
505
$530K 0.04%
2,177
+430
506
$527K 0.04%
17,194
-1,159
507
$526K 0.04%
+11,193
508
$524K 0.04%
+5,688
509
$521K 0.04%
4,819
+1,798
510
$520K 0.04%
11,339
+1,160
511
$518K 0.04%
10,833
+3,207
512
$517K 0.04%
+12,542
513
$515K 0.04%
5,055
-9,428
514
$514K 0.04%
3,822
-1,505
515
$513K 0.04%
1,223
-756
516
$513K 0.04%
+10,218
517
$509K 0.04%
28,756
+8,842
518
$508K 0.04%
+18,702
519
$507K 0.04%
+15,607
520
$507K 0.04%
2,061
+393
521
$506K 0.04%
9,707
-2,093
522
$506K 0.04%
+14,710
523
$505K 0.04%
+5,775
524
$505K 0.04%
57,511
-20,280
525
$503K 0.04%
+27,652
19 20
21
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