FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
851
– –
-10,358
852
– –
-5,440
853
– –
-6,090
854
– –
-7,030
855
– –
-2,557
856
– –
-8,548
857
– –
-7,886
858
– –
-6,043
859
– –
-9,496
860
– –
-7,480
861
– –
-13,308
862
– –
-7,314
863
– –
-6,014
864
– –
-89,283
865
– –
-41,408
866
– –
-7,181
867
– –
-7,532
868
– –
-8,380
869
– –
-9,831
870
– –
-7,368
871
– –
-16,017
872
– –
-7,571
873
– –
-14,024
874
– –
-5,236
875
– –
-3,777
33 34
35
36 37