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
501
$207K 0.02%
+7,872
502
$204K 0.02%
+11,341
503
$203K 0.02%
3,065
-261
504
$201K 0.02%
+2,579
505
$201K 0.02%
+1,244
506
$201K 0.02%
+915
507
$185K 0.02%
+2,195
508
$171K 0.02%
13,654
+240
509
$171K 0.02%
14,431
+274
510
$170K 0.02%
12,278
+916
511
$162K 0.02%
11,857
+46
512
$161K 0.02%
14,984
-6,400
513
$159K 0.02%
14,236
+42
514
$159K 0.02%
12,186
+150
515
$159K 0.02%
17,622
-20,629
516
$152K 0.02%
23,843
+697
517
$145K 0.02%
5,075
+439
518
$143K 0.02%
11,586
-331
519
$139K 0.02%
12,900
-419
520
$135K 0.01%
26,263
-5,541
521
$134K 0.01%
13,675
-1,441
522
$133K 0.01%
31,511
-23,656
523
$128K 0.01%
11,266
-2,174
524
$126K 0.01%
12,634
+1,204
525
$125K 0.01%
100,496
-13,931
19 20
21
22 23