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
176
$1.31M 0.15%
17,642
+1,791
177
$1.3M 0.15%
+52,650
178
$1.29M 0.15%
76,765
-1,011
179
$1.28M 0.14%
24,851
+7,629
180
$1.28M 0.14%
10,409
+4,816
181
$1.24M 0.14%
13,158
+5,307
182
$1.24M 0.14%
24,066
+9,740
183
$1.22M 0.14%
12,382
+934
184
$1.22M 0.14%
30,387
-818
185
$1.21M 0.14%
38,032
+15,393
186
$1.21M 0.14%
164,401
+136,366
187
$1.21M 0.14%
35,144
-4,793
188
$1.2M 0.14%
10,319
-869
189
$1.2M 0.13%
12,051
-2,138
190
$1.2M 0.13%
8,920
+2,381
191
$1.2M 0.13%
23,372
-34,982
192
$1.19M 0.13%
10,531
-11,358
193
$1.18M 0.13%
79,508
-31,088
194
$1.18M 0.13%
13,600
-1,000
195
$1.18M 0.13%
16,985
-517
196
$1.18M 0.13%
4,949
+1,715
197
$1.17M 0.13%
29,267
+11,754
198
$1.17M 0.13%
4,975
+2,034
199
$1.16M 0.13%
6,966
-2,094
200
$1.16M 0.13%
5,496
-203
6 7
8
9 10