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
301
$638K 0.06%
11,528
-95
302
$632K 0.05%
17,747
-2,834
303
$631K 0.05%
4,289
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304
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4,244
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305
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17,191
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306
$625K 0.05%
108,104
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307
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5,670
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308
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309
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310
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311
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10,539
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312
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15,749
-79
313
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5,657
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314
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2,760
-1,009
315
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316
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318
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2,459
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55,587
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9,310
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6,483
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13,682
-19,558
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4,883
-373
324
$575K 0.05%
4,650
-767
325
$572K 0.05%
4,821
+986
11 12
13
14 15