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
$919M
AUM Growth
+$677K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.7M
3
+$10M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.22M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.16M

Top Sells

1
+$8.31M
2
+$7.53M
3
+$6.85M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$6.83M
5
VPU icon
Vanguard Utilities ETF
VPU
+$6.7M

Sector Composition

1 Technology 11.8%
2 Healthcare 8.67%
3 Financials 5.01%
4 Consumer Discretionary 4.75%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.41%
16,484
+234
52
$3.62M 0.39%
167,379
-4,444
53
$3.58M 0.39%
25,785
+1,062
54
$3.43M 0.37%
52,562
-3,697
55
$3.32M 0.36%
26,584
+8,154
56
$3.22M 0.35%
+31,710
57
$3.22M 0.35%
106,481
+109
58
$3.19M 0.35%
116,950
-7,063
59
$3.16M 0.34%
+23,369
60
$3.12M 0.34%
31,150
+1,913
61
$3.1M 0.34%
15,507
-1,420
62
$3.09M 0.34%
71,475
+62,622
63
$3.06M 0.33%
281,291
-16,980
64
$3.05M 0.33%
99,491
-6,325
65
$3.01M 0.33%
16,253
-427
66
$2.99M 0.33%
68,445
-21,539
67
$2.98M 0.32%
21,034
-3,855
68
$2.93M 0.32%
36,138
-1,682
69
$2.9M 0.32%
23,393
-3,592
70
$2.87M 0.31%
13,162
+598
71
$2.83M 0.31%
+69,227
72
$2.72M 0.3%
+198,883
73
$2.68M 0.29%
22,796
-3,652
74
$2.68M 0.29%
25,940
-3,019
75
$2.67M 0.29%
13,044
+11,588
1 2
3
4 5