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
351
$512K 0.04%
17,896
+1,948
352
$511K 0.04%
19,408
-592
353
$510K 0.04%
1,680
-1,589
354
$508K 0.04%
3,709
+63
355
$506K 0.04%
5,391
-341
356
$504K 0.04%
2,280
+111
357
$504K 0.04%
6,123
-688
358
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3,482
+424
359
$494K 0.04%
12,994
+186
360
$485K 0.04%
12,144
-480
361
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2,916
+1,356
362
$484K 0.04%
2,974
+545
363
$482K 0.04%
15,036
-2,636
364
$481K 0.04%
11,006
+31
365
$479K 0.04%
54,332
+9,001
366
$478K 0.04%
7,757
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$478K 0.04%
17,294
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368
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2,139
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369
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9,455
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370
$473K 0.04%
8,945
+2,784
371
$472K 0.04%
20,035
-4,963
372
$468K 0.04%
13,397
+1,095
373
$464K 0.04%
12,444
+40
374
$463K 0.04%
4,511
-915
375
$462K 0.04%
2,954
+208
13 14
15
16 17