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
626
$223K 0.03%
2,826
-3,449
627
$223K 0.03%
8,813
-804
628
$222K 0.03%
+3,089
629
$222K 0.02%
11,028
-295
630
$221K 0.02%
1,271
-59
631
$221K 0.02%
2,313
+78
632
$220K 0.02%
+3,683
633
$220K 0.02%
+1,116
634
$220K 0.02%
+1,269
635
$219K 0.02%
969
-173
636
$219K 0.02%
8,184
-3,022
637
$217K 0.02%
+4,005
638
$216K 0.02%
+758
639
$215K 0.02%
3,847
-1,105
640
$214K 0.02%
+1,664
641
$214K 0.02%
+15,135
642
$213K 0.02%
+3,567
643
$212K 0.02%
+3,130
644
$209K 0.02%
+1,822
645
$209K 0.02%
6,551
-3,050
646
$206K 0.02%
+3,586
647
$206K 0.02%
1,048
+116
648
$206K 0.02%
+624
649
$206K 0.02%
+1,005
650
$204K 0.02%
+1,560
24 25
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