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
701
$260K 0.02%
+4,988
702
$260K 0.02%
8,709
-4,574
703
$260K 0.02%
+1,283
704
$260K 0.02%
+2,775
705
$258K 0.02%
1,800
-495
706
$257K 0.02%
2,337
-43
707
$257K 0.02%
+2,402
708
$257K 0.02%
2,108
+125
709
$257K 0.02%
4,352
-343
710
$256K 0.02%
4,182
-205
711
$254K 0.02%
+9,433
712
$254K 0.02%
4,600
-78
713
$252K 0.02%
+18,024
714
$251K 0.02%
882
-12
715
$251K 0.02%
1,888
-14,485
716
$250K 0.02%
+5,039
717
$250K 0.02%
4,202
-2,426
718
$249K 0.02%
7,913
+791
719
$249K 0.02%
+9,304
720
$249K 0.02%
+4,266
721
$248K 0.02%
+1,980
722
$247K 0.02%
6,032
-946
723
$246K 0.02%
789
+49
724
$244K 0.02%
+9,830
725
$244K 0.02%
+23,321
27 28
29
30 31