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
576
$439K 0.03%
12,187
-13,163
577
$437K 0.03%
5,444
-663
578
$437K 0.03%
5,839
-402
579
$432K 0.03%
20,931
-3,483
580
$430K 0.03%
6,206
-578
581
$430K 0.03%
+3,859
582
$429K 0.03%
3,065
+964
583
$429K 0.03%
3,371
+1,124
584
$426K 0.03%
+3,397
585
$412K 0.03%
5,206
+1,949
586
$409K 0.03%
4,273
+577
587
$409K 0.03%
22,237
-1,962
588
$409K 0.03%
+10,695
589
$408K 0.03%
+13,770
590
$408K 0.03%
2,445
+619
591
$407K 0.03%
8,060
-7,693
592
$407K 0.03%
4,677
+432
593
$404K 0.03%
6,168
-1,435
594
$404K 0.03%
5,051
+1,858
595
$403K 0.03%
39,483
+18,819
596
$402K 0.03%
5,172
+1,624
597
$402K 0.03%
+7,197
598
$399K 0.03%
+17,090
599
$398K 0.03%
+2,192
600
$395K 0.03%
38,573
+18,097
22 23
24
25 26