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
201
$1.57M 0.12%
13,203
-2,516
202
$1.56M 0.12%
13,041
-193
203
$1.56M 0.12%
+9,096
204
$1.56M 0.12%
+32,432
205
$1.56M 0.12%
34,410
+4,290
206
$1.53M 0.12%
14,107
+1,724
207
$1.52M 0.12%
23,828
-43
208
$1.52M 0.12%
479,110
-117,894
209
$1.51M 0.12%
23,948
-1,448
210
$1.51M 0.12%
+16,739
211
$1.51M 0.12%
+39,875
212
$1.48M 0.12%
10,410
+964
213
$1.47M 0.11%
+25,994
214
$1.45M 0.11%
7,704
+1,764
215
$1.44M 0.11%
2,964
-690
216
$1.44M 0.11%
+4,991
217
$1.43M 0.11%
+79,497
218
$1.43M 0.11%
18,961
+5,951
219
$1.41M 0.11%
3,841
+798
220
$1.41M 0.11%
36,765
-11,635
221
$1.41M 0.11%
6,964
+4,868
222
$1.41M 0.11%
97,756
+40,853
223
$1.4M 0.11%
15,998
+13,415
224
$1.38M 0.11%
4,944
+39
225
$1.38M 0.11%
+24,429
7 8
9
10 11