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
626
$357K 0.03%
2,232
+116
627
$357K 0.03%
+12,419
628
$355K 0.03%
4,153
-2,429
629
$354K 0.03%
+8,352
630
$353K 0.03%
3,940
-202
631
$352K 0.03%
6,255
+151
632
$352K 0.03%
3,872
-591
633
$351K 0.03%
6,153
-1,183
634
$350K 0.03%
+7,740
635
$349K 0.03%
6,112
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636
$348K 0.03%
+7,219
637
$348K 0.03%
+3,119
638
$347K 0.03%
1,191
+10
639
$344K 0.03%
+10,278
640
$344K 0.03%
+2,650
641
$344K 0.03%
6,210
+2,063
642
$343K 0.03%
3,975
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643
$343K 0.03%
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644
$342K 0.03%
8,997
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645
$338K 0.03%
3,895
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646
$332K 0.03%
+10,983
647
$331K 0.03%
4,257
+763
648
$331K 0.03%
142,551
-23,804
649
$326K 0.03%
670
+40
650
$324K 0.03%
10,447
+2,465
24 25
26
27 28