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
$891M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$11.7M
3
+$10.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.39M

Top Sells

1
+$12M
2
+$8.31M
3
+$7.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.4M
5
VAW icon
Vanguard Materials ETF
VAW
+$4.09M

Sector Composition

1 Technology 12.03%
2 Healthcare 6.99%
3 Financials 5.87%
4 Industrials 4.63%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.39M 0.27%
24,349
-1,597
77
$2.37M 0.27%
36,736
+5,397
78
$2.35M 0.26%
46,100
-1,224
79
$2.34M 0.26%
868
-133
80
$2.34M 0.26%
6,780
+2,198
81
$2.33M 0.26%
23,836
-19,313
82
$2.31M 0.26%
12,887
-48
83
$2.28M 0.26%
88,757
-918
84
$2.21M 0.25%
11,951
+1,258
85
$2.2M 0.25%
33,627
+14,749
86
$2.2M 0.25%
15,107
+7,043
87
$2.19M 0.25%
+33,703
88
$2.18M 0.24%
7,287
-772
89
$2.17M 0.24%
18,928
-1,439
90
$2.16M 0.24%
9,540
-1,479
91
$2.1M 0.24%
54,424
-4,953
92
$2.1M 0.24%
49,620
+13,010
93
$2.09M 0.23%
22,665
-1,039
94
$2.06M 0.23%
41,777
-2,159
95
$2.03M 0.23%
9,811
-1,378
96
$2.01M 0.23%
61,887
+2,172
97
$1.98M 0.22%
4,124
+519
98
$1.95M 0.22%
20,485
-2,484
99
$1.93M 0.22%
37,575
-2,835
100
$1.92M 0.22%
13,290
+1,478
2 3
4
5 6