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
101
$2.88M 0.22%
59,630
+8,797
102
$2.86M 0.22%
269,783
+21,477
103
$2.82M 0.22%
34,392
-1,856
104
$2.8M 0.22%
+23,009
105
$2.8M 0.22%
8,473
-363
106
$2.78M 0.22%
19,746
+9,203
107
$2.78M 0.22%
+13,269
108
$2.75M 0.21%
+23,329
109
$2.72M 0.21%
3,603
+166
110
$2.71M 0.21%
+91,559
111
$2.71M 0.21%
13,639
-970
112
$2.69M 0.21%
+142,530
113
$2.68M 0.21%
78,825
-92,558
114
$2.67M 0.21%
+40,310
115
$2.65M 0.21%
67,944
-521
116
$2.63M 0.2%
19,409
-6,430
117
$2.57M 0.2%
12,146
-2,333
118
$2.53M 0.2%
5,175
-653
119
$2.49M 0.19%
64,438
-9,002
120
$2.49M 0.19%
+30,667
121
$2.44M 0.19%
46,590
+841
122
$2.44M 0.19%
17,033
+1,227
123
$2.43M 0.19%
+91,930
124
$2.42M 0.19%
+92,779
125
$2.41M 0.19%
+94,780
3 4
5
6 7