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
126
$2.41M 0.19%
+97,006
127
$2.39M 0.19%
+89,204
128
$2.39M 0.19%
27,796
-1,166
129
$2.38M 0.19%
21,305
-535
130
$2.38M 0.19%
31,740
-2,578
131
$2.37M 0.18%
+158,108
132
$2.34M 0.18%
+50,568
133
$2.33M 0.18%
+114,477
134
$2.33M 0.18%
+11,475
135
$2.29M 0.18%
36,692
-3,108
136
$2.29M 0.18%
+29,642
137
$2.24M 0.17%
66,881
+54,597
138
$2.22M 0.17%
14,554
-157
139
$2.19M 0.17%
59,275
+46,905
140
$2.18M 0.17%
12,362
-4,809
141
$2.18M 0.17%
151,827
+674
142
$2.15M 0.17%
6,954
-1,646
143
$2.13M 0.17%
32,675
-7,082
144
$2.12M 0.16%
+15,456
145
$2.12M 0.16%
+118,382
146
$2.1M 0.16%
35,190
+2,150
147
$2.09M 0.16%
103,337
+8,600
148
$2.07M 0.16%
6,333
-1,811
149
$2.07M 0.16%
9,407
+1,786
150
$2.07M 0.16%
9,772
+5,917
4 5
6
7 8