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
676
$84.9K 0.01%
10,758
-1,134
677
$74.3K 0.01%
+18,895
678
$67.8K 0.01%
18,997
-820
679
$67.1K 0.01%
+13,322
680
$59.9K 0.01%
17,319
+2,044
681
$57.4K 0.01%
+771
682
$51.6K 0.01%
10,061
-5,003
683
$48K 0.01%
+12,462
684
$47.4K 0.01%
12,764
+2,490
685
$46.7K 0.01%
+12,143
686
$42.7K ﹤0.01%
+19,697
687
$41.2K ﹤0.01%
+13,429
688
$40.9K ﹤0.01%
15,549
-3,548
689
$40.2K ﹤0.01%
1,688
-2,477
690
$36.3K ﹤0.01%
11,681
+1,203
691
$30K ﹤0.01%
24,978
+3,673
692
$26.6K ﹤0.01%
+18,896
693
$25.4K ﹤0.01%
+11,297
694
$21.2K ﹤0.01%
+14,596
695
$17.4K ﹤0.01%
+1,253
696
$14.1K ﹤0.01%
+371
697
$11.2K ﹤0.01%
2,087
-122
698
$10.8K ﹤0.01%
20,695
-1,152
699
– –
-3,116
700
– –
-27,759
26 27
28
29 30