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
426
$277K 0.03%
+10,533
427
$276K 0.03%
8,758
+1,517
428
$275K 0.03%
8,332
+2,177
429
$273K 0.03%
24,332
-2,728
430
$273K 0.03%
+1,086
431
$273K 0.03%
2,956
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432
$272K 0.03%
4,583
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433
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5,210
-20
434
$269K 0.03%
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435
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436
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11,516
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437
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438
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8,971
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439
$265K 0.03%
20,189
+557
440
$265K 0.03%
3,850
-448
441
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88,344
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$264K 0.03%
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443
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8,186
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444
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1,231
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445
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767
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446
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3,780
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$259K 0.03%
2,132
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448
$257K 0.03%
13,056
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449
$257K 0.03%
15,146
-207
450
$255K 0.03%
1,077
-310
16 17
18
19 20