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
801
$175K 0.01%
13,998
-10,067
802
$173K 0.01%
+14,134
803
$167K 0.01%
+668
804
$165K 0.01%
25,564
-1,775
805
$161K 0.01%
+10,733
806
$155K 0.01%
22,294
-4,179
807
$153K 0.01%
21,887
-3,800
808
$146K 0.01%
+33,677
809
$141K 0.01%
8,643
+833
810
$140K 0.01%
+238
811
$136K 0.01%
12,869
-179
812
$134K 0.01%
+15,841
813
$125K 0.01%
35,858
-34,154
814
$119K 0.01%
10,023
-727
815
$117K 0.01%
34,898
+16,526
816
$112K 0.01%
10,868
-3,489
817
$109K 0.01%
37,647
-2,823
818
$106K 0.01%
27,243
+11,450
819
$102K 0.01%
+1,605
820
$92K 0.01%
13,785
-178
821
$88K 0.01%
+19,516
822
$87K 0.01%
+17,215
823
$85K 0.01%
19,952
-803
824
$73K 0.01%
+12,519
825
$70K 0.01%
+1,188
31 32
33
34 35