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
376
$350K 0.04%
+10,407
377
$349K 0.04%
7,477
-1,047
378
$343K 0.04%
8,654
-5,777
379
$340K 0.04%
+10,044
380
$339K 0.04%
70,705
-9,672
381
$339K 0.04%
6,914
-1,496
382
$336K 0.04%
2,179
-35
383
$336K 0.04%
9,543
-1,540
384
$336K 0.04%
5,137
-888
385
$334K 0.04%
+786
386
$333K 0.04%
63,144
-10,260
387
$330K 0.04%
36,357
-4,297
388
$329K 0.04%
2,906
-541
389
$328K 0.04%
12,612
+150
390
$328K 0.04%
+17,066
391
$328K 0.04%
6,343
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$322K 0.04%
9,538
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393
$321K 0.03%
2,500
-53
394
$321K 0.03%
5,200
-739
395
$319K 0.03%
1,939
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396
$316K 0.03%
6,798
-770
397
$315K 0.03%
4,797
-718
398
$314K 0.03%
+33,298
399
$314K 0.03%
+1,008
400
$314K 0.03%
3,658
+106
14 15
16
17 18