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
451
$353K 0.03%
7,797
+904
452
$351K 0.03%
+4,862
453
$351K 0.03%
1,674
-390
454
$350K 0.03%
6,015
-287
455
$349K 0.03%
5,646
+683
456
$348K 0.03%
+3,864
457
$348K 0.03%
+3,042
458
$346K 0.03%
3,608
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459
$345K 0.03%
5,952
-610
460
$344K 0.03%
13,095
-2,046
461
$343K 0.03%
5,836
+336
462
$342K 0.03%
2,717
+323
463
$342K 0.03%
10,555
+2,202
464
$341K 0.03%
8,702
+1,083
465
$340K 0.03%
16,468
-383
466
$338K 0.03%
2,717
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467
$337K 0.03%
23,266
-8,692
468
$337K 0.03%
139,687
-33,502
469
$336K 0.03%
2,959
-397
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$333K 0.03%
27,353
+1,749
471
$328K 0.03%
7,072
-80
472
$327K 0.03%
8,136
-595
473
$326K 0.03%
29,588
+146
474
$325K 0.03%
5,696
-3,310
475
$323K 0.03%
7,162
+1,107
17 18
19
20 21