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
476
$229K 0.02%
+13,159
477
$226K 0.02%
3,228
-456
478
$226K 0.02%
+4,648
479
$225K 0.02%
+3,024
480
$224K 0.02%
2,574
+33
481
$224K 0.02%
4,563
-447
482
$224K 0.02%
2,113
+90
483
$222K 0.02%
+13,974
484
$220K 0.02%
+809
485
$219K 0.02%
927
-17
486
$219K 0.02%
69,409
-10,181
487
$218K 0.02%
4,246
-400
488
$217K 0.02%
+1,986
489
$216K 0.02%
24,758
-5,344
490
$214K 0.02%
+1,002
491
$214K 0.02%
5,111
-776
492
$213K 0.02%
+2,369
493
$212K 0.02%
+1,628
494
$212K 0.02%
10,867
-2,322
495
$211K 0.02%
3,472
-219
496
$211K 0.02%
4,658
-462
497
$211K 0.02%
27,508
-4,400
498
$209K 0.02%
7,166
-394
499
$209K 0.02%
4,915
-612
500
$208K 0.02%
4,963
-3,366
18 19
20
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