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
$1.15B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$23.3M
3
+$19.9M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.78M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$6.45M

Top Sells

1
+$35.4M
2
+$21.9M
3
+$11.5M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$8.97M
5
DIV icon
Global X SuperDividend US ETF
DIV
+$7.11M

Sector Composition

1 Technology 8.02%
2 Healthcare 7.4%
3 Financials 5.48%
4 Industrials 4.51%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$797K 0.07%
13,701
-295
252
$783K 0.07%
16,230
+5,310
253
$782K 0.07%
8,841
-2,063
254
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35,970
-91,341
255
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67,881
-5,215
256
$769K 0.07%
15,682
-1,978
257
$766K 0.07%
9,841
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258
$765K 0.07%
15,540
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259
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5,648
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260
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72,456
-22,946
261
$756K 0.07%
52,679
+906
262
$749K 0.07%
36,125
+5,399
263
$748K 0.07%
+5,992
264
$746K 0.06%
31,920
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265
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19,907
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266
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21,686
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$735K 0.06%
12,807
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269
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278,390
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270
$732K 0.06%
2,862
-171
271
$729K 0.06%
30,742
-1,496
272
$725K 0.06%
2,707
-218
273
$725K 0.06%
14,951
-654
274
$721K 0.06%
45,970
-834
275
$717K 0.06%
24,360
-1,001
9 10
11
12 13