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
426
$384K 0.03%
43,892
-16,362
427
$383K 0.03%
7,523
-166
428
$381K 0.03%
4,277
+1,136
429
$377K 0.03%
5,698
-308
430
$377K 0.03%
1,551
-469
431
$377K 0.03%
6,079
+508
432
$377K 0.03%
15,279
+173
433
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9,919
+2,089
434
$375K 0.03%
17,601
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435
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7,369
-2,577
436
$374K 0.03%
25,148
+7,663
437
$374K 0.03%
3,857
+40
438
$373K 0.03%
6,790
-3,431
439
$373K 0.03%
9,116
+326
440
$373K 0.03%
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441
$372K 0.03%
6,671
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443
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9,732
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444
$360K 0.03%
2,468
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445
$360K 0.03%
7,161
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446
$358K 0.03%
19,674
+9,563
447
$357K 0.03%
+11,233
448
$355K 0.03%
17,393
-4,281
449
$354K 0.03%
24,654
+5,232
450
$353K 0.03%
2,694
-589
16 17
18
19 20