FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
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
– –
-4,176
685
– –
-140,096
686
– –
-2,145
687
– –
-16,136
688
– –
-14,389
689
– –
-3,052
690
– –
-13,875
691
– –
-1,852
692
– –
-952
693
– –
-2,843
694
– –
-60,121
695
– –
-7,873
696
– –
-11,997
697
– –
-757,865
698
– –
-2,181
699
– –
-5,102
700
– –
-2,399
26 27
28
29 30