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
176
$1.75M 0.14%
4,974
+1,392
177
$1.73M 0.13%
+7,635
178
$1.73M 0.13%
13,060
-634
179
$1.72M 0.13%
+2,780
180
$1.7M 0.13%
23,417
-7,798
181
$1.7M 0.13%
+40,792
182
$1.69M 0.13%
126,880
+5,200
183
$1.69M 0.13%
+24,749
184
$1.69M 0.13%
13,294
+428
185
$1.69M 0.13%
32,649
+5,290
186
$1.69M 0.13%
+28,104
187
$1.68M 0.13%
51,561
-77,962
188
$1.67M 0.13%
28,632
+2,645
189
$1.63M 0.13%
39,011
+16,547
190
$1.62M 0.13%
4,073
+941
191
$1.6M 0.12%
+13,558
192
$1.6M 0.12%
20,770
+1,334
193
$1.6M 0.12%
7,540
-2,370
194
$1.59M 0.12%
+159,371
195
$1.59M 0.12%
43,830
+2,091
196
$1.58M 0.12%
6,868
+2,383
197
$1.58M 0.12%
+61,169
198
$1.58M 0.12%
46,976
+2,858
199
$1.58M 0.12%
+69,943
200
$1.58M 0.12%
+7,826
6 7
8
9 10