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
26
$5.65M 0.62%
112,770
-31,256
27
$5.62M 0.61%
26,380
-355
28
$5.54M 0.6%
188,874
+6,220
29
$5.53M 0.6%
15,500
+761
30
$5.23M 0.57%
145,343
-11,171
31
$5.18M 0.56%
46,688
-1,453
32
$5.11M 0.56%
69,680
+1,940
33
$5.07M 0.55%
65,605
+7,380
34
$5.04M 0.55%
92,868
-5,616
35
$4.89M 0.53%
77,429
+7,392
36
$4.84M 0.53%
40,209
-1,244
37
$4.83M 0.53%
30,706
+1,380
38
$4.76M 0.52%
45,707
+4,132
39
$4.67M 0.51%
303,910
-23,105
40
$4.65M 0.51%
91,220
+7,567
41
$4.65M 0.51%
77,176
+2,044
42
$4.49M 0.49%
30,165
+1,239
43
$4.3M 0.47%
112,896
-13,770
44
$4.12M 0.45%
9,335
+166
45
$4.05M 0.44%
90,659
-3,685
46
$4.02M 0.44%
19,291
+901
47
$3.87M 0.42%
15,227
-1,496
48
$3.85M 0.42%
24,440
+2,000
49
$3.76M 0.41%
2,197
-403
50
$3.75M 0.41%
33,847
-2,902
1
2
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