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
551
$32K ﹤0.01%
11,531
-1,952
552
$22K ﹤0.01%
12,622
+2,265
553
$8K ﹤0.01%
1,427
+207
554
– –
-2,358
555
– –
-3,576
556
– –
-20,536
557
– –
-2,217
558
– –
-12,338
559
– –
-5,715
560
– –
-16,655
561
– –
-4,506
562
– –
-7,066
563
– –
-13,305
564
– –
-3,470
565
– –
-19,314
566
– –
-23,356
567
– –
-9,424
568
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-22,601
569
– –
-6,368
570
– –
-9,820
571
– –
-10,418
572
– –
-14,017
573
– –
-1,348
574
– –
-6,375
575
– –
-6,814
21 22
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