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
151
$2.06M 0.16%
18,639
-1,291
152
$2.06M 0.16%
79,078
+7,893
153
$2.05M 0.16%
33,600
+2,887
154
$2.03M 0.16%
+48,125
155
$2.02M 0.16%
36,235
-1,262
156
$2.01M 0.16%
88,082
-396
157
$2M 0.16%
5,423
+1,217
158
$2M 0.16%
+122,702
159
$1.99M 0.15%
+26,839
160
$1.99M 0.15%
14,989
-5,557
161
$1.98M 0.15%
22,543
+2,681
162
$1.98M 0.15%
6,474
+1,106
163
$1.97M 0.15%
10,862
-4,074
164
$1.97M 0.15%
10,426
+374
165
$1.95M 0.15%
38,268
-2,386
166
$1.92M 0.15%
485,780
+32,348
167
$1.91M 0.15%
+86,501
168
$1.91M 0.15%
+163,572
169
$1.89M 0.15%
5,076
+1,731
170
$1.88M 0.15%
49,533
-519
171
$1.87M 0.15%
9,718
+5,916
172
$1.84M 0.14%
19,827
-6,228
173
$1.83M 0.14%
16,834
+2,910
174
$1.79M 0.14%
24,319
+4,996
175
$1.78M 0.14%
+91,964
5 6
7
8 9