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
451
$254K 0.03%
2,383
+16
452
$254K 0.03%
1,893
-158
453
$253K 0.03%
2,792
-161
454
$253K 0.03%
3,368
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455
$251K 0.03%
9,988
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456
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+4,311
457
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30,908
-402
458
$248K 0.03%
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459
$246K 0.03%
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460
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1,116
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461
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2,138
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462
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+7,420
463
$241K 0.03%
16,274
-2,540
464
$238K 0.03%
183,255
-13,118
465
$238K 0.03%
4,389
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466
$238K 0.03%
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$238K 0.03%
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468
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469
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470
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2,283
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29,191
-4,320
472
$232K 0.03%
+3,076
473
$231K 0.03%
4,018
-572
474
$230K 0.03%
3,826
+71
475
$230K 0.03%
5,620
-728
17 18
19
20 21