FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
501
$342K 0.04%
4,935
-1,039
502
$340K 0.04%
12,378
-714
503
$338K 0.04%
+3,793
504
$337K 0.04%
12,562
+3,966
505
$337K 0.04%
4,338
-3,225
506
$336K 0.04%
5,725
+2,228
507
$335K 0.04%
1,488
-293
508
$335K 0.04%
64,260
-2,037
509
$334K 0.04%
18,497
-216
510
$330K 0.04%
1,243
-78
511
$329K 0.04%
5,533
-965
512
$328K 0.04%
+1,582
513
$327K 0.04%
694
-80
514
$326K 0.04%
869
-48
515
$323K 0.04%
+400
516
$322K 0.04%
3,725
-11,423
517
$320K 0.04%
5,144
+967
518
$319K 0.04%
6,592
-489
519
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3,655
-534
520
$318K 0.04%
18,994
-24,336
521
$317K 0.04%
+1,843
522
$317K 0.04%
10,161
+3,151
523
$316K 0.04%
13,742
-8,837
524
$316K 0.04%
7,837
-334
525
$315K 0.04%
10,081
-13,389
19 20
21
22 23