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
751
$229K 0.02%
930
-144
752
$229K 0.02%
+12,632
753
$224K 0.02%
+364
754
$224K 0.02%
+4,316
755
$223K 0.02%
+22,678
756
$222K 0.02%
3,793
+21
757
$221K 0.02%
+2,753
758
$221K 0.02%
5,945
-8,523
759
$219K 0.02%
+9,194
760
$219K 0.02%
3,924
-1,555
761
$219K 0.02%
+3,059
762
$218K 0.02%
6,390
+633
763
$218K 0.02%
5,359
-6,482
764
$218K 0.02%
2,597
-538
765
$216K 0.02%
+4,856
766
$216K 0.02%
1,762
-2,218
767
$216K 0.02%
+4,365
768
$215K 0.02%
+2,329
769
$215K 0.02%
1,588
-187
770
$215K 0.02%
+3,582
771
$214K 0.02%
+4,163
772
$214K 0.02%
+4,931
773
$214K 0.02%
+2,155
774
$214K 0.02%
+7,752
775
$213K 0.02%
3,193
-1,182
29 30
31
32 33