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
601
$223K 0.02%
48,215
+27,731
602
$223K 0.02%
1,410
+114
603
$222K 0.02%
+2,736
604
$222K 0.02%
6,371
-2,772
605
$222K 0.02%
3,108
-1,143
606
$222K 0.02%
18,511
-1,733
607
$219K 0.02%
69,178
+28,792
608
$218K 0.02%
+919
609
$217K 0.02%
14,562
-3,149
610
$216K 0.02%
6,896
-1,460
611
$216K 0.02%
+2,742
612
$216K 0.02%
3,748
-336
613
$216K 0.02%
2,357
-1,224
614
$216K 0.02%
7,560
-177
615
$215K 0.02%
4,705
-593
616
$213K 0.02%
2,715
-1,800
617
$212K 0.02%
2,229
-1,044
618
$212K 0.02%
+14,679
619
$211K 0.02%
2,604
-169
620
$210K 0.02%
5,830
-510
621
$209K 0.02%
+4,788
622
$209K 0.02%
4,946
-812
623
$208K 0.02%
+2,717
624
$208K 0.02%
+2,275
625
$208K 0.02%
+2,389
23 24
25
26 27