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
301
$458K 0.05%
44,674
-6,344
302
$455K 0.05%
+472
303
$453K 0.05%
7,517
-54
304
$452K 0.05%
1,870
-137
305
$451K 0.05%
5,356
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306
$448K 0.05%
7,365
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307
$446K 0.05%
12,156
-1,524
308
$445K 0.05%
2,657
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309
$444K 0.05%
8,104
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310
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311
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18,273
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312
$441K 0.05%
7,654
-1,211
313
$438K 0.05%
15,162
-2,308
314
$435K 0.05%
10,644
-180
315
$434K 0.05%
42,975
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316
$434K 0.05%
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318
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14,816
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319
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8,770
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320
$423K 0.05%
16,551
-461
321
$422K 0.05%
2,913
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322
$422K 0.05%
3,043
-275
323
$422K 0.05%
7,529
+265
324
$421K 0.05%
+17,865
325
$418K 0.05%
2,841
-244
11 12
13
14 15