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
776
$213K 0.02%
+2,514
777
$213K 0.02%
+3,031
778
$212K 0.02%
+8,942
779
$211K 0.02%
+2,649
780
$210K 0.02%
1,594
-484
781
$209K 0.02%
+2,241
782
$208K 0.02%
10,722
-788
783
$207K 0.02%
+8,799
784
$206K 0.02%
+2,169
785
$204K 0.02%
+2,701
786
$203K 0.02%
4,629
-32
787
$203K 0.02%
+2,938
788
$202K 0.02%
+1,812
789
$202K 0.02%
+7,727
790
$201K 0.02%
+4,498
791
$201K 0.02%
+4,823
792
$201K 0.02%
+4,404
793
$200K 0.02%
+13,215
794
$196K 0.02%
+11,739
795
$194K 0.02%
14,304
-253
796
$191K 0.01%
12,718
+1,761
797
$189K 0.01%
+18,419
798
$187K 0.01%
+21,530
799
$186K 0.01%
+46,128
800
$181K 0.01%
+13,283
30 31
32
33 34