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
501
$302K 0.03%
7,476
+666
502
$302K 0.03%
19,382
-3,039
503
$301K 0.03%
3,283
+750
504
$301K 0.03%
12,634
-427
505
$301K 0.03%
+13,967
506
$300K 0.03%
9,530
+527
507
$300K 0.03%
4,357
-1,571
508
$299K 0.03%
5,578
+9
509
$299K 0.03%
5,924
+185
510
$299K 0.03%
6,266
+194
511
$299K 0.03%
+6,676
512
$298K 0.03%
18,380
+2,502
513
$297K 0.03%
+1,997
514
$296K 0.03%
+8,533
515
$296K 0.03%
3,312
-7
516
$295K 0.03%
3,277
-605
517
$294K 0.03%
17,016
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518
$291K 0.03%
1,485
+278
519
$289K 0.03%
+1,946
520
$288K 0.03%
2,815
+134
521
$288K 0.03%
3,270
-5,303
522
$287K 0.02%
3,948
-939
523
$285K 0.02%
4,493
-297
524
$284K 0.02%
+3,584
525
$283K 0.02%
+3,816
19 20
21
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