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
326
$417K 0.05%
6,550
+191
327
$415K 0.05%
26,677
-646
328
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5,319
+869
329
$413K 0.05%
18,590
-1,358
330
$413K 0.05%
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-528
331
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11,490
-1,106
332
$409K 0.04%
3,872
-328
333
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+27,342
334
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8,384
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335
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5,347
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336
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6,419
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337
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18,583
-2,878
338
$401K 0.04%
13,848
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339
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2,245
-267
340
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5,156
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341
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342
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15,385
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343
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2,436
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344
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4,239
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345
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346
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2,638
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347
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12,954
-1,269
348
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3,792
-244
349
$387K 0.04%
6,921
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350
$387K 0.04%
13,986
-248
12 13
14
15 16