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
151
$1.45M 0.16%
4,468
-1,046
152
$1.45M 0.16%
23,074
+12,934
153
$1.45M 0.16%
18,762
-1,019
154
$1.42M 0.16%
14,987
-4,217
155
$1.41M 0.16%
20,033
+10,953
156
$1.39M 0.16%
28,895
-2,210
157
$1.39M 0.16%
11,891
+344
158
$1.38M 0.16%
+18,848
159
$1.38M 0.16%
2,825
+249
160
$1.38M 0.15%
43,804
+121
161
$1.38M 0.15%
10,277
-1,202
162
$1.37M 0.15%
15,801
+3,750
163
$1.37M 0.15%
22,242
-2,020
164
$1.37M 0.15%
18,179
-39,468
165
$1.37M 0.15%
38,679
-5,719
166
$1.36M 0.15%
7,340
+4,631
167
$1.36M 0.15%
5,189
+2,170
168
$1.36M 0.15%
16,316
-4,250
169
$1.34M 0.15%
16,588
-30,446
170
$1.34M 0.15%
3,821
-740
171
$1.33M 0.15%
97,969
+63,334
172
$1.33M 0.15%
52,663
-6,097
173
$1.33M 0.15%
16,345
+5,768
174
$1.31M 0.15%
9,955
-2,321
175
$1.31M 0.15%
18,715
+5,626
5 6
7
8 9