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
51
$4.7M 0.36%
+93,008
52
$4.66M 0.36%
165,048
-17,636
53
$4.62M 0.36%
22,922
-1,126
54
$4.61M 0.36%
20,694
+6,444
55
$4.57M 0.35%
27,776
-3,089
56
$4.53M 0.35%
9,919
-1,224
57
$4.51M 0.35%
29,140
+6,320
58
$4.5M 0.35%
45,813
-3,085
59
$4.46M 0.35%
24,151
+22
60
$4.41M 0.34%
22,264
-8,613
61
$4.3M 0.33%
68,116
-12,627
62
$4.27M 0.33%
40,386
-1,872
63
$4.2M 0.33%
+89,738
64
$4.16M 0.32%
109,771
-3,213
65
$4.15M 0.32%
+31,717
66
$4.13M 0.32%
+83,432
67
$4.13M 0.32%
+81,859
68
$4.13M 0.32%
14,938
-2,488
69
$4.09M 0.32%
32,128
+10,758
70
$3.94M 0.31%
+32,868
71
$3.89M 0.3%
294,666
+35,606
72
$3.88M 0.3%
75,265
-8,526
73
$3.85M 0.3%
+37,160
74
$3.81M 0.3%
+124,187
75
$3.6M 0.28%
+10,210
1 2
3
4 5