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
576
$268K 0.03%
5,354
-165,648
577
$268K 0.03%
3,323
+935
578
$267K 0.03%
1,863
-440
579
$267K 0.03%
2,500
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580
$263K 0.03%
+758
581
$262K 0.03%
9,690
-340
582
$262K 0.03%
5,326
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583
$260K 0.03%
4,057
-2,243
584
$259K 0.03%
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585
$258K 0.03%
1,865
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586
$258K 0.03%
850
-288
587
$257K 0.03%
+91
588
$255K 0.03%
5,967
-253
589
$252K 0.03%
9,049
-421
590
$252K 0.03%
+1,254
591
$252K 0.03%
8,762
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592
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$251K 0.03%
22,944
-7,711
594
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595
$248K 0.03%
4,673
-1,469
596
$247K 0.03%
1,524
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597
$246K 0.03%
23,515
-3,042
598
$246K 0.03%
12,671
-17,660
599
$245K 0.03%
+14,295
600
$245K 0.03%
+1,227
22 23
24
25 26