FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$12.7M
2
+$10.7M
3
+$10.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.17M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.1M

Top Sells

1
+$8.23M
2
+$7.57M
3
+$6.86M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$6.84M
5
VPU icon
Vanguard Utilities ETF
VPU
+$6.71M

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
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614
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615
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