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
201
$1.16M 0.13%
+18,274
202
$1.16M 0.13%
1,615
-501
203
$1.16M 0.13%
19,440
-5,971
204
$1.15M 0.13%
24,730
-508
205
$1.15M 0.13%
28,105
-40,760
206
$1.14M 0.13%
54,481
-3,623
207
$1.13M 0.13%
22,185
+17,465
208
$1.13M 0.13%
9,527
+4,635
209
$1.13M 0.13%
1,640
+6
210
$1.13M 0.13%
8,036
-2,495
211
$1.12M 0.13%
+53,879
212
$1.12M 0.13%
9,205
-716
213
$1.11M 0.12%
+17,740
214
$1.1M 0.12%
+180,014
215
$1.1M 0.12%
2,895
-639
216
$1.09M 0.12%
+19,624
217
$1.09M 0.12%
21,768
-47,568
218
$1.09M 0.12%
8,536
+10
219
$1.07M 0.12%
5,577
-1,260
220
$1.07M 0.12%
10,343
+1,793
221
$1.07M 0.12%
+17,745
222
$1.07M 0.12%
3,585
+782
223
$1.07M 0.12%
8,067
-2,936
224
$1.06M 0.12%
150,192
-77,871
225
$1.06M 0.12%
8,460
-1,807
7 8
9
10 11