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
$919M
AUM Growth
+$677K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.7M
3
+$10M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.22M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.16M

Top Sells

1
+$8.31M
2
+$7.53M
3
+$6.85M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$6.83M
5
VPU icon
Vanguard Utilities ETF
VPU
+$6.7M

Sector Composition

1 Technology 11.8%
2 Healthcare 8.67%
3 Financials 5.01%
4 Consumer Discretionary 4.75%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$677K 0.07%
23,630
+20
227
$677K 0.07%
+20,077
228
$673K 0.07%
4,577
-345
229
$672K 0.07%
14,517
-3,071
230
$670K 0.07%
6,235
-458
231
$669K 0.07%
20,652
-2,643
232
$666K 0.07%
48,230
+5,653
233
$665K 0.07%
7,650
-863
234
$662K 0.07%
12,523
+2,611
235
$659K 0.07%
1,344
+679
236
$654K 0.07%
23,658
-3,919
237
$652K 0.07%
9,471
-1,404
238
$650K 0.07%
29,947
-5,895
239
$646K 0.07%
13,749
-266
240
$645K 0.07%
12,718
+2,612
241
$645K 0.07%
5,846
+976
242
$643K 0.07%
20,440
-816
243
$641K 0.07%
3,845
-1,078
244
$638K 0.07%
8,510
-1,595
245
$636K 0.07%
4,307
+1,261
246
$632K 0.07%
4,533
+303
247
$631K 0.07%
34,856
-266
248
$611K 0.07%
6,436
-486
249
$609K 0.07%
3,873
-783
250
$600K 0.07%
3,854
-571
8 9
10
11 12