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
276
$715K 0.06%
20,020
+3,049
277
$714K 0.06%
3,219
+379
278
$714K 0.06%
13,477
+1,113
279
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37,640
-4,621
280
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5,339
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281
$706K 0.06%
2,860
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282
$699K 0.06%
15,305
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283
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284
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1,651
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285
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15,721
-1,969
286
$679K 0.06%
15,229
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287
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5,027
-1,111
288
$677K 0.06%
26,600
-1,131
289
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11,710
+3,899
290
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11,299
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291
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293
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18,621
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294
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295
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8,195
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296
$659K 0.06%
4,081
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297
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29,710
+3,217
298
$655K 0.06%
6,316
-1,340
299
$654K 0.06%
51,115
-3,047
300
$645K 0.06%
20,671
+2,995
10 11
12
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