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
551
$461K 0.04%
21,103
+5,632
552
$461K 0.04%
+34,562
553
$461K 0.04%
+25,727
554
$460K 0.04%
3,961
-328
555
$460K 0.04%
2,121
+9
556
$459K 0.04%
7,283
-773
557
$459K 0.04%
+1,331
558
$458K 0.04%
21,892
-1,917
559
$454K 0.04%
12,126
-2,494
560
$454K 0.04%
12,915
+5,514
561
$454K 0.04%
+59,137
562
$451K 0.04%
4,069
-1,287
563
$450K 0.04%
+7,989
564
$450K 0.04%
+6,695
565
$449K 0.03%
+16,013
566
$448K 0.03%
13,399
-6,518
567
$448K 0.03%
+2,032
568
$445K 0.03%
3,145
-35
569
$444K 0.03%
+52,722
570
$444K 0.03%
6,942
-868
571
$444K 0.03%
1,137
-5
572
$442K 0.03%
+20,790
573
$441K 0.03%
10,617
-5,236
574
$441K 0.03%
+12,376
575
$441K 0.03%
11,042
+529
21 22
23
24 25