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
576
$248K 0.02%
3,233
-1,014
577
$248K 0.02%
4,285
-403
578
$247K 0.02%
8,047
-143
579
$247K 0.02%
+1,862
580
$247K 0.02%
+2,385
581
$246K 0.02%
+4,710
582
$241K 0.02%
9,075
-450
583
$241K 0.02%
46,652
-1,884
584
$237K 0.02%
+1,565
585
$236K 0.02%
5,708
-1,769
586
$235K 0.02%
2,381
-360
587
$234K 0.02%
5,248
-2,491
588
$233K 0.02%
5,456
-1,364
589
$233K 0.02%
6,852
-2,788
590
$232K 0.02%
8,221
-63
591
$231K 0.02%
74,664
+3,751
592
$231K 0.02%
+5,350
593
$230K 0.02%
3,487
-3,722
594
$229K 0.02%
+5,871
595
$229K 0.02%
10,638
-1,651
596
$229K 0.02%
2,234
-453
597
$228K 0.02%
1,913
+381
598
$226K 0.02%
+3,177
599
$225K 0.02%
+3,973
600
$224K 0.02%
44,888
-4,280
22 23
24
25 26