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
126
$1.63M 0.18%
8,284
-2,490
127
$1.63M 0.18%
6,497
-741
128
$1.62M 0.18%
44,608
-3,463
129
$1.61M 0.18%
19,780
-1,902
130
$1.61M 0.18%
24,346
-1,923
131
$1.6M 0.18%
3,411
+729
132
$1.59M 0.18%
17,013
-1,244
133
$1.58M 0.18%
+69,184
134
$1.58M 0.18%
13,242
+20
135
$1.55M 0.17%
86,095
-14,015
136
$1.54M 0.17%
14,714
-2,422
137
$1.53M 0.17%
5,420
+2,008
138
$1.53M 0.17%
36,631
+4,033
139
$1.53M 0.17%
16,963
-449
140
$1.53M 0.17%
19,891
+118
141
$1.53M 0.17%
12,376
-2,318
142
$1.51M 0.17%
65,587
+36,991
143
$1.51M 0.17%
25,778
-2,176
144
$1.5M 0.17%
5,221
-6
145
$1.48M 0.17%
44,219
-37,786
146
$1.47M 0.17%
106,642
+66,422
147
$1.47M 0.17%
41,269
-5,747
148
$1.47M 0.16%
17,902
-1,682
149
$1.47M 0.16%
24,503
-1,638
150
$1.46M 0.16%
12,626
-4,416
4 5
6
7 8