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
601
$394K 0.03%
+32,833
602
$392K 0.03%
+5,176
603
$389K 0.03%
+15,777
604
$386K 0.03%
14,319
+4,783
605
$383K 0.03%
3,302
+79
606
$383K 0.03%
4,924
-433
607
$382K 0.03%
6,242
-2,653
608
$382K 0.03%
12,560
-2,294
609
$378K 0.03%
+10,505
610
$376K 0.03%
+3,465
611
$375K 0.03%
8,750
+717
612
$373K 0.03%
22,059
-15,291
613
$373K 0.03%
37,350
-2,335
614
$369K 0.03%
9,687
+1,784
615
$369K 0.03%
+31,142
616
$368K 0.03%
1,586
-1,121
617
$366K 0.03%
13,264
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618
$365K 0.03%
6,624
-3,192
619
$365K 0.03%
5,864
+1,679
620
$363K 0.03%
7,399
-2,116
621
$363K 0.03%
7,410
+2,867
622
$363K 0.03%
3,079
+265
623
$363K 0.03%
39,851
-9,686
624
$363K 0.03%
9,268
+928
625
$359K 0.03%
4,936
+1,804
23 24
25
26 27