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
51
$3.86M 0.34%
17,840
+623
52
$3.82M 0.33%
36,864
+25
53
$3.79M 0.33%
19,583
-2,414
54
$3.77M 0.33%
117,804
+1,520
55
$3.7M 0.32%
138,107
-5,327
56
$3.7M 0.32%
53,503
-7,944
57
$3.69M 0.32%
24,159
-412
58
$3.63M 0.32%
70,699
-2,108
59
$3.44M 0.3%
135,629
-14,052
60
$3.44M 0.3%
11,824
+1,819
61
$3.43M 0.3%
42,143
-663
62
$3.42M 0.3%
11,508
-119,422
63
$3.4M 0.3%
+24,449
64
$3.38M 0.29%
55,608
-930
65
$3.33M 0.29%
17,295
+1,809
66
$3.32M 0.29%
65,429
+11,002
67
$3.3M 0.29%
53,926
+943
68
$3.27M 0.28%
61,188
-5,997
69
$3.1M 0.27%
66,808
-52,399
70
$3.09M 0.27%
75,384
-6,876
71
$3.08M 0.27%
61,665
-5,979
72
$3.07M 0.27%
23,719
+2,273
73
$3.05M 0.26%
28,494
+2,346
74
$3.04M 0.26%
132,783
-11,375
75
$3.03M 0.26%
38,101
-10,916
1 2
3
4 5