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
551
$269K 0.02%
6,935
+55
552
$268K 0.02%
10,380
-70
553
$267K 0.02%
6,256
-482
554
$267K 0.02%
+2,516
555
$267K 0.02%
+1,880
556
$267K 0.02%
16,845
+4,388
557
$266K 0.02%
+782
558
$265K 0.02%
12,869
-2,678
559
$264K 0.02%
12,830
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560
$262K 0.02%
42,860
+7,559
561
$262K 0.02%
+1,539
562
$260K 0.02%
12,700
-2,797
563
$260K 0.02%
+20,727
564
$259K 0.02%
4,701
+316
565
$259K 0.02%
5,594
-24
566
$258K 0.02%
6,369
-1,908
567
$258K 0.02%
2,335
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$257K 0.02%
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569
$257K 0.02%
6,851
+781
570
$255K 0.02%
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571
$253K 0.02%
486
-281
572
$252K 0.02%
7,505
-978
573
$252K 0.02%
2,226
-373
574
$251K 0.02%
9,954
-2,970
575
$249K 0.02%
+5,719
21 22
23
24 25