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
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%
+276
832
$46K ﹤0.01%
+454
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
– –
-8,321
838
– –
-15,805
839
– –
-6,043
840
– –
-8,548
841
– –
-7,030
842
– –
-2,557
843
– –
-5,208
844
– –
-14,102
845
– –
-5,091
846
– –
-2,553
847
– –
-6,158
848
– –
-5,379
849
– –
-684
850
– –
-585
32 33
34
35 36