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
526
$121K 0.01%
18,713
-1,913
527
$110K 0.01%
11,726
-849
528
$110K 0.01%
11,258
+700
529
$109K 0.01%
45,220
-725
530
$103K 0.01%
26,977
+13,139
531
$102K 0.01%
21,207
-1,018
532
$99K 0.01%
13,839
-216
533
$95K 0.01%
98,181
-12,538
534
$94K 0.01%
46,238
+630
535
$92K 0.01%
18,805
+297
536
$87K 0.01%
44,530
-9,542
537
$78K 0.01%
15,464
-10
538
$76K 0.01%
13,303
-2,819
539
$74K 0.01%
15,665
-33,330
540
$65K 0.01%
+10,554
541
$57K 0.01%
10,914
-1,012
542
$57K 0.01%
+19,502
543
$57K 0.01%
31,718
-57,299
544
$56K 0.01%
56,608
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545
$55K 0.01%
13,781
-772
546
$51K 0.01%
13,090
-1,765
547
$46K 0.01%
12,434
+580
548
$43K ﹤0.01%
2,284
-238
549
$38K ﹤0.01%
13,418
-197
550
$37K ﹤0.01%
+10,474
20 21
22
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