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
326
$563K 0.05%
27,703
-9
327
$561K 0.05%
12,730
-1,733
328
$561K 0.05%
3,905
-573
329
$558K 0.05%
20,245
-1,059
330
$557K 0.05%
11,795
-1,980
331
$555K 0.05%
12,459
-996
332
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3,619
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333
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4,813
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334
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126,040
+1,840
335
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15,544
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336
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9,654
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337
$543K 0.05%
7,179
-1,051
338
$539K 0.05%
2,550
+398
339
$537K 0.05%
97,659
+54,567
340
$536K 0.05%
8,259
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341
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759
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342
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32,642
-1,134
343
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11,790
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344
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4,285
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345
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7,205
-2,200
346
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15,234
-3,707
347
$520K 0.05%
6,648
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348
$518K 0.05%
6,323
+1,252
349
$518K 0.05%
9,735
-305
350
$517K 0.04%
8,998
+236
12 13
14
15 16