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
651
$138K 0.01%
+3,928
652
$137K 0.01%
+13,744
653
$134K 0.01%
20,727
-32
654
$122K 0.01%
18,455
-13,486
655
$121K 0.01%
64,326
-6,037
656
$119K 0.01%
12,336
-109
657
$119K 0.01%
+12,147
658
$114K 0.01%
18,245
-2,125
659
$112K 0.01%
11,267
-916
660
$107K 0.01%
+11,644
661
$107K 0.01%
11,351
-10,836
662
$106K 0.01%
15,444
-2,490
663
$103K 0.01%
20,178
-1,151
664
$101K 0.01%
19,977
+4,186
665
$99K 0.01%
25,308
+105
666
$92K 0.01%
23,971
-1,733
667
$88K 0.01%
11,933
-1,967
668
$88K 0.01%
45,517
+17,570
669
$85K 0.01%
22,634
-2,140
670
$79K 0.01%
13,982
-122
671
$77K 0.01%
+11,708
672
$74K 0.01%
35,554
+12,581
673
$64K 0.01%
12,214
-690
674
$56K ﹤0.01%
14,281
-2,716
675
$54K ﹤0.01%
+11,997
25 26
27
28 29