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
651
$202K 0.02%
6,861
-403
652
$202K 0.02%
19,446
+5,950
653
$201K 0.02%
8,509
-3,623
654
$200K 0.02%
4,257
-3,459
655
$200K 0.02%
13,369
-3,826
656
$197K 0.02%
21,325
-9,595
657
$187K 0.02%
14,096
+2,304
658
$179K 0.02%
32,908
-2,021
659
$170K 0.02%
10,462
-5,777
660
$166K 0.02%
16,971
+4,858
661
$164K 0.02%
16,384
-2,608
662
$163K 0.02%
38,848
-3,128
663
$163K 0.02%
+12,156
664
$163K 0.02%
32,150
-2,409
665
$160K 0.02%
23,883
+8,319
666
$155K 0.02%
14,711
-4,411
667
$154K 0.02%
16,780
-1,144
668
$139K 0.02%
11,134
-12,721
669
$138K 0.02%
36,797
-11,091
670
$127K 0.01%
+22,434
671
$125K 0.01%
13,055
+1,836
672
$118K 0.01%
+13,368
673
$115K 0.01%
22,890
+1,624
674
$100K 0.01%
+16,703
675
$92.2K 0.01%
+10,002
25 26
27
28 29