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
626
$208K 0.02%
14,240
+1,576
627
$208K 0.02%
+3,236
628
$207K 0.02%
15,684
-3,042
629
$206K 0.02%
13,798
-1,347
630
$206K 0.02%
+9,145
631
$205K 0.02%
+2,656
632
$205K 0.02%
4,808
+79
633
$205K 0.02%
12,215
+493
634
$204K 0.02%
+4,429
635
$204K 0.02%
26,875
+45
636
$203K 0.02%
93,875
-15,275
637
$193K 0.02%
4,747
-1,008
638
$185K 0.02%
10,856
+362
639
$184K 0.02%
17,962
+3,032
640
$182K 0.02%
10,033
+181
641
$177K 0.02%
75,769
-7,204
642
$174K 0.02%
15,818
-1,591
643
$171K 0.01%
+14,433
644
$167K 0.01%
+15,316
645
$167K 0.01%
18,682
-40,224
646
$157K 0.01%
21,802
-2,088
647
$150K 0.01%
12,122
-1,556
648
$148K 0.01%
12,824
+2
649
$148K 0.01%
114,884
+84,923
650
$143K 0.01%
+23,527
24 25
26
27 28