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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$15.9M
3
+$15.8M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$15M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$13.9M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.1M
4
SPY icon
State Street 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
826
$65K 0.01%
12,015
-455
827
$63K ﹤0.01%
+109
828
$56K ﹤0.01%
+14,524
829
$52K ﹤0.01%
14,556
+3,340
830
$51K ﹤0.01%
+11,709
831
$48K ﹤0.01%
+6
832
$46K ﹤0.01%
+76
833
$38K ﹤0.01%
+35,405
834
$27K ﹤0.01%
17,076
+3,022
835
$22K ﹤0.01%
335
-13
836
$20K ﹤0.01%
11,839
+1,452
837
– –
-4,172
838
– –
-7,030
839
– –
-2,557
840
– –
-2,553
841
– –
-5,379
842
– –
-684
843
– –
-585
844
– –
-27,291
845
– –
-10,358
846
– –
-5,440
847
– –
-6,090
848
– –
-8,548
849
– –
-7,886
850
– –
-8,321
32 33
34
35 36