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
251
$593K 0.06%
1,817
+953
252
$592K 0.06%
2,610
+37
253
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6,882
-414
254
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255
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26,381
-2,546
256
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50,490
+13,252
257
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3,366
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258
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259
$574K 0.06%
56,126
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260
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261
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21,525
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262
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8,186
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264
$558K 0.06%
41,252
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265
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17,638
-195,150
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12,128
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272
$536K 0.06%
6,987
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273
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4,644
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274
$535K 0.06%
8,396
-1,160
275
$533K 0.06%
11,560
+2,425
9 10
11
12 13