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
476
$323K 0.03%
2,211
+292
477
$321K 0.03%
3,832
-861
478
$321K 0.03%
3,743
+1,068
479
$321K 0.03%
29,920
+1,499
480
$319K 0.03%
+10,375
481
$319K 0.03%
7,633
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482
$317K 0.03%
3,877
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483
$317K 0.03%
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484
$316K 0.03%
7,685
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485
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3,310
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486
$315K 0.03%
+9,677
487
$315K 0.03%
1,216
-36
488
$315K 0.03%
2,071
-120
489
$313K 0.03%
2,975
-417
490
$312K 0.03%
7,315
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491
$311K 0.03%
17,190
+1,710
492
$309K 0.03%
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493
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6,784
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494
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-995
495
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18,603
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496
$306K 0.03%
6,025
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497
$305K 0.03%
+5,293
498
$304K 0.03%
+8,678
499
$304K 0.03%
7,756
+805
500
$303K 0.03%
1,853
-1,402
18 19
20
21 22