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
651
$323K 0.03%
1,716
-111
652
$322K 0.03%
+2,837
653
$320K 0.02%
3,546
-92
654
$318K 0.02%
+27,251
655
$318K 0.02%
12,109
+1,865
656
$317K 0.02%
+970
657
$317K 0.02%
4,478
-316
658
$316K 0.02%
84,927
+2,031
659
$316K 0.02%
4,770
+338
660
$314K 0.02%
7,524
+3,359
661
$314K 0.02%
4,048
+22
662
$312K 0.02%
+8,392
663
$311K 0.02%
9,442
+2,286
664
$310K 0.02%
22,910
+3,592
665
$309K 0.02%
+4,144
666
$309K 0.02%
+5,024
667
$308K 0.02%
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668
$305K 0.02%
4,222
-213
669
$304K 0.02%
+8,741
670
$303K 0.02%
+3,594
671
$302K 0.02%
841
-305
672
$302K 0.02%
2,241
-1,487
673
$300K 0.02%
1,135
+118
674
$298K 0.02%
+9,425
675
$298K 0.02%
16,854
-5,509
25 26
27
28 29