FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
576
– –
-10,011
577
– –
-2,300
578
– –
-23,812
579
– –
-3,895
580
– –
-2,865
581
– –
-27,293
582
– –
-5,743
583
– –
-12,189
584
– –
-9,977
585
– –
-1,581
586
– –
-4,509
587
– –
-5,485
588
– –
-19,053
589
– –
-9,181
590
– –
-11,062
591
– –
-10,586
592
– –
-10,899
593
– –
-18,623
594
– –
-37,296
595
– –
-46,329
596
– –
-5,055
597
– –
-3,883
598
– –
-4,259
599
– –
-24,038
600
– –
-3,302
21 22 23
24
25