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
726
$244K 0.02%
+5,581
727
$243K 0.02%
7,064
-397
728
$241K 0.02%
+2,655
729
$239K 0.02%
51,097
-36,162
730
$238K 0.02%
+4,658
731
$238K 0.02%
+7,467
732
$235K 0.02%
2,987
-1,123
733
$235K 0.02%
4,730
-2,082
734
$235K 0.02%
+2,780
735
$235K 0.02%
2,336
+146
736
$235K 0.02%
+1,590
737
$234K 0.02%
5,246
-13,031
738
$234K 0.02%
+8,472
739
$233K 0.02%
3,061
-215
740
$233K 0.02%
2,039
+144
741
$233K 0.02%
+1,652
742
$232K 0.02%
+6,180
743
$232K 0.02%
+887
744
$231K 0.02%
+1,676
745
$230K 0.02%
+3,169
746
$230K 0.02%
13,627
+818
747
$230K 0.02%
+4,548
748
$230K 0.02%
+1,001
749
$230K 0.02%
7,982
-51
750
$229K 0.02%
1,428
-1,970
28 29
30
31 32