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
76
$3.02M 0.26%
74,200
+437
77
$3.01M 0.26%
+69,583
78
$2.93M 0.26%
50,085
-3,953
79
$2.87M 0.25%
24,232
-2,648
80
$2.82M 0.24%
58,517
-1,446
81
$2.78M 0.24%
97,392
+1,149
82
$2.75M 0.24%
15,996
+1,464
83
$2.74M 0.24%
52,652
-2,580
84
$2.72M 0.24%
37,003
-5,221
85
$2.71M 0.24%
393,318
-55,887
86
$2.71M 0.24%
13,598
+227
87
$2.66M 0.23%
21,076
-256
88
$2.63M 0.23%
21,168
+654
89
$2.61M 0.23%
18,787
+491
90
$2.61M 0.23%
64,081
-435
91
$2.56M 0.22%
15,542
-2,052
92
$2.55M 0.22%
102,627
-361,047
93
$2.52M 0.22%
29,312
+3,513
94
$2.5M 0.22%
19,318
-1,109
95
$2.49M 0.22%
41,711
+549
96
$2.46M 0.21%
65,427
-1,026
97
$2.44M 0.21%
15,423
+1,192
98
$2.37M 0.21%
65,945
-803
99
$2.35M 0.2%
27,020
+120
100
$2.34M 0.2%
57,257
-1,294
2 3
4
5 6