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
401
$422K 0.04%
4,695
-155
402
$422K 0.04%
3,895
-16
403
$422K 0.04%
+5,021
404
$420K 0.04%
3,375
-71
405
$418K 0.04%
8,975
-44
406
$417K 0.04%
6,051
-723
407
$417K 0.04%
7,712
-829
408
$415K 0.04%
6,394
+299
409
$413K 0.04%
12,895
+1,329
410
$411K 0.04%
13,611
-1,700
411
$411K 0.04%
9,250
+4,755
412
$404K 0.04%
+3,067
413
$402K 0.03%
8,525
-576
414
$401K 0.03%
6,838
+1,310
415
$399K 0.03%
12,057
+1,563
416
$398K 0.03%
5,272
-684
417
$397K 0.03%
5,622
+274
418
$396K 0.03%
+2,606
419
$396K 0.03%
7,622
-475
420
$393K 0.03%
3,470
-81
421
$393K 0.03%
4,396
-607
422
$389K 0.03%
12,329
+200
423
$388K 0.03%
2,826
-870
424
$388K 0.03%
4,686
+125
425
$386K 0.03%
32,525
-1,314
15 16
17
18 19