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
526
$282K 0.02%
1,021
+24
527
$282K 0.02%
16,548
+5,828
528
$282K 0.02%
+4,545
529
$281K 0.02%
2,536
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530
$280K 0.02%
87,254
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531
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532
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2,751
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534
$278K 0.02%
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535
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536
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537
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19,257
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538
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539
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4,040
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540
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541
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548
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9,060
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549
$271K 0.02%
3,151
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550
$269K 0.02%
13,878
-846
20 21
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23 24