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
51
$3.42M 0.38%
66,079
+2,123
52
$3.35M 0.38%
9,820
-2,346
53
$3.31M 0.37%
134,318
+2,342
54
$3.26M 0.37%
10,676
-541
55
$3.14M 0.35%
142,014
-91,024
56
$3.13M 0.35%
17,990
-1,289
57
$3M 0.34%
34,100
-4,195
58
$2.92M 0.33%
19,228
+13,642
59
$2.91M 0.33%
126,210
-9,564
60
$2.88M 0.32%
26,808
-4,806
61
$2.86M 0.32%
15,890
+2,255
62
$2.84M 0.32%
5,903
-689
63
$2.83M 0.32%
76,345
-9,955
64
$2.74M 0.31%
27,453
+8,994
65
$2.71M 0.3%
58,853
+53,884
66
$2.7M 0.3%
67,618
+21,230
67
$2.65M 0.3%
24,095
-5,539
68
$2.61M 0.29%
9,054
-953
69
$2.55M 0.29%
12,465
-2,313
70
$2.53M 0.28%
27,212
+1,468
71
$2.52M 0.28%
15,991
+1,996
72
$2.49M 0.28%
5,130
-784
73
$2.47M 0.28%
49,596
-7,885
74
$2.4M 0.27%
23,795
-2,103
75
$2.39M 0.27%
10,553
-1,680
1 2
3
4 5