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
351
$386K 0.04%
11,243
+1,888
352
$385K 0.04%
11,100
-1,796
353
$384K 0.04%
2,097
-370
354
$384K 0.04%
15,767
+34
355
$381K 0.04%
4,494
+78
356
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17,961
-3,288
357
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1,939
-112
358
$378K 0.04%
40,325
-4,789
359
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6,224
-975
360
$375K 0.04%
12,191
-1,145
361
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7,934
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362
$373K 0.04%
12,259
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363
$373K 0.04%
4,632
-235
364
$372K 0.04%
3,564
-3
365
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14,086
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366
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7,167
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369
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370
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7,240
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371
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10,522
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2,680
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373
$351K 0.04%
6,384
+513
374
$351K 0.04%
2,568
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375
$350K 0.04%
728
-479
13 14
15
16 17