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
76
$3.58M 0.28%
+79,745
77
$3.57M 0.28%
121,944
+10,374
78
$3.55M 0.28%
+18,066
79
$3.54M 0.27%
+63,017
80
$3.5M 0.27%
158,508
+77,486
81
$3.5M 0.27%
54,610
+5,729
82
$3.43M 0.27%
+119,685
83
$3.41M 0.26%
65,452
+11,881
84
$3.39M 0.26%
+40,729
85
$3.38M 0.26%
66,539
+50,905
86
$3.38M 0.26%
13,578
-841
87
$3.36M 0.26%
73,477
+35,914
88
$3.33M 0.26%
+48,300
89
$3.32M 0.26%
1,426
-527
90
$3.29M 0.26%
23,284
-6,629
91
$3.28M 0.25%
55,801
-1,721
92
$3.25M 0.25%
66,068
+15,189
93
$3.24M 0.25%
70,972
-20,938
94
$3.17M 0.25%
111,400
+2,725
95
$3.13M 0.24%
12,870
-3,828
96
$3.11M 0.24%
65,154
+664
97
$3.11M 0.24%
290,707
+15,557
98
$3.11M 0.24%
16,333
-151
99
$3.06M 0.24%
22,868
-3,967
100
$2.88M 0.22%
+35,440
2 3
4
5 6