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
$1.15B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.2M
3
+$19.9M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.71M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$6.44M

Top Sells

1
+$35.3M
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
+$6.9M

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
676
$54K ﹤0.01%
1,452
+65
677
$51K ﹤0.01%
17,474
-2,891
678
$51K ﹤0.01%
10,857
-1,317
679
$49K ﹤0.01%
+16,236
680
$48K ﹤0.01%
27,783
-58,381
681
$33K ﹤0.01%
13,280
-765
682
$31K ﹤0.01%
15,067
+1,505
683
$23K ﹤0.01%
20,025
+1,549
684
– –
-140,096
685
– –
-2,145
686
– –
-16,136
687
– –
-2,181
688
– –
-5,102
689
– –
-2,399
690
– –
-15,023
691
– –
-6,648
692
– –
-29,508
693
– –
-2,573
694
– –
-3,716
695
– –
-40,480
696
– –
-2,874
697
– –
-41,556
698
– –
-12,836
699
– –
-615
700
– –
-1,489
26 27
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