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
526
$315K 0.04%
1,616
+371
527
$314K 0.04%
2,434
-10,123
528
$313K 0.04%
6,547
+1,550
529
$313K 0.04%
+2,147
530
$312K 0.04%
702
-535
531
$312K 0.03%
+11,433
532
$311K 0.03%
2,048
+248
533
$310K 0.03%
1,405
-333
534
$309K 0.03%
1,887
-12
535
$308K 0.03%
13,056
-467
536
$304K 0.03%
14,348
-6,347
537
$303K 0.03%
6,501
-698
538
$303K 0.03%
+2,696
539
$301K 0.03%
3,368
-362
540
$300K 0.03%
+653
541
$300K 0.03%
14,902
-6,613
542
$299K 0.03%
1,673
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543
$299K 0.03%
15,780
-7,076
544
$298K 0.03%
12,075
-172
545
$297K 0.03%
+15,505
546
$297K 0.03%
1,413
-358
547
$295K 0.03%
13,491
-1,449
548
$294K 0.03%
2,686
+490
549
$294K 0.03%
4,605
+240
550
$293K 0.03%
+3,995
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