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
101
$1.91M 0.21%
24,749
+81
102
$1.87M 0.21%
8,670
-1,531
103
$1.85M 0.21%
55,381
-6,063
104
$1.85M 0.21%
4,853
-236
105
$1.83M 0.21%
16,553
+589
106
$1.83M 0.2%
9,323
-1,430
107
$1.82M 0.2%
3,388
-364
108
$1.82M 0.2%
+39,078
109
$1.79M 0.2%
70,717
+28,544
110
$1.79M 0.2%
20,705
+9,262
111
$1.78M 0.2%
42,934
-4,622
112
$1.78M 0.2%
124,092
+6,853
113
$1.77M 0.2%
48,373
-11,150
114
$1.76M 0.2%
27,209
-14,614
115
$1.76M 0.2%
27,837
-189,844
116
$1.74M 0.2%
7,998
-1,283
117
$1.7M 0.19%
31,034
-4,467
118
$1.67M 0.19%
11,259
-1,037
119
$1.67M 0.19%
32,647
-481
120
$1.66M 0.19%
7,490
-55
121
$1.66M 0.19%
53,737
+23,419
122
$1.65M 0.19%
9,087
-22,493
123
$1.65M 0.18%
12,985
+9,040
124
$1.64M 0.18%
135,925
-10,226
125
$1.63M 0.18%
22,797
+280
3 4
5
6 7