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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$15.9M
3
+$15.8M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$15M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$13.9M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.1M
4
SPY icon
State Street 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
1
$35.6M 2.76%
262,798
-70,513
2
$22.3M 1.73%
455,977
+342,755
3
$20.3M 1.58%
310,650
+65,359
4
$20.2M 1.57%
+220,570
5
$19.8M 1.54%
215,635
+60,186
6
$19.4M 1.5%
218,314
-57,736
7
$16.8M 1.3%
192,539
-41,325
8
$16.3M 1.27%
116,126
-66,775
9
$15.6M 1.21%
+263,300
10
$15.5M 1.2%
126,802
+11,222
11
$14.7M 1.14%
+610,460
12
$13.8M 1.08%
+589,228
13
$13.2M 1.02%
124,599
-46,207
14
$12.8M 1%
234,241
+84,493
15
$11.8M 0.92%
143,351
-33,099
16
$10.7M 0.83%
+196,916
17
$10.6M 0.83%
+124,809
18
$10.4M 0.81%
7,072
+720
19
$9.18M 0.71%
532,564
+379,924
20
$9M 0.7%
168,685
+81,150
21
$8.23M 0.64%
75,285
+15,697
22
$7.71M 0.6%
+287,013
23
$7.55M 0.59%
111,037
+103,177
24
$7.37M 0.57%
25,014
-6,155
25
$7.31M 0.57%
+206,066
1
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