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
276
$533K 0.06%
2,339
+43
277
$532K 0.06%
5,053
+139
278
$531K 0.06%
3,307
+54
279
$530K 0.06%
64,110
-1,098
280
$528K 0.06%
5,579
+1,361
281
$526K 0.06%
7,906
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282
$516K 0.06%
5,322
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283
$515K 0.06%
2,022
+33
284
$512K 0.06%
11,784
-1,473
285
$504K 0.05%
4,530
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286
$504K 0.05%
7,873
-28,432
287
$502K 0.05%
8,378
-744
288
$499K 0.05%
5,490
-365
289
$499K 0.05%
+12,624
290
$490K 0.05%
15,908
-1,936
291
$487K 0.05%
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292
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5,438
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293
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3,141
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294
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14,320
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295
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1,419
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296
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5,848
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297
$467K 0.05%
7,411
+111
298
$465K 0.05%
3,120
-333
299
$461K 0.05%
10,483
+99
300
$460K 0.05%
1,713
-196
10 11
12
13 14