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
676
$296K 0.02%
2,556
-223
677
$294K 0.02%
1,248
-138
678
$293K 0.02%
+5,662
679
$290K 0.02%
+2,182
680
$289K 0.02%
+12,603
681
$287K 0.02%
5,023
-617
682
$287K 0.02%
18,854
+1,689
683
$283K 0.02%
2,684
-176
684
$283K 0.02%
+8,905
685
$282K 0.02%
+11,574
686
$281K 0.02%
+7,826
687
$279K 0.02%
11,108
-12,250
688
$277K 0.02%
3,473
-222
689
$277K 0.02%
+1,623
690
$274K 0.02%
7,174
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691
$272K 0.02%
+2,521
692
$268K 0.02%
3,158
-26,119
693
$267K 0.02%
919
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694
$267K 0.02%
23,755
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695
$267K 0.02%
+4,629
696
$264K 0.02%
16,768
-2,480
697
$263K 0.02%
11,099
-3,386
698
$263K 0.02%
7,840
-10,475
699
$263K 0.02%
12,259
-395
700
$261K 0.02%
+3,802
26 27
28
29 30