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
26
$6.16M 0.54%
61,520
-10,254
27
$6.14M 0.53%
125,276
-16,594
28
$6.13M 0.53%
217,390
-198,923
29
$6.13M 0.53%
119,843
-16,950
30
$6.12M 0.53%
59,634
-3,474
31
$6.02M 0.52%
108,383
-602
32
$6.01M 0.52%
53,002
-572
33
$5.68M 0.49%
51,308
-3,582
34
$5.66M 0.49%
43,441
+1,573
35
$5.61M 0.49%
201,934
-1,304
36
$5.55M 0.48%
26,681
+2,736
37
$5.23M 0.45%
222,079
-301,768
38
$5.2M 0.45%
146,568
-18,076
39
$5.13M 0.45%
36,877
-1,264
40
$5.11M 0.44%
28,691
+1,264
41
$4.91M 0.43%
80,380
+4,020
42
$4.39M 0.38%
78,731
-7,472
43
$4.33M 0.38%
2,205
+102
44
$4.25M 0.37%
67,070
+943
45
$4.14M 0.36%
37,854
+1,774
46
$4.12M 0.36%
7,476
-34
47
$4.12M 0.36%
141,054
+8,657
48
$4.04M 0.35%
18,572
+168
49
$3.96M 0.34%
+75,176
50
$3.91M 0.34%
330,505
+60,950
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