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
76
$2.65M 0.29%
6,753
+240
77
$2.65M 0.29%
+266,085
78
$2.52M 0.27%
21,698
+2,146
79
$2.51M 0.27%
57,800
-1,585
80
$2.47M 0.27%
58,423
-4,142
81
$2.44M 0.27%
14,705
-6,046
82
$2.4M 0.26%
16,831
-1,093
83
$2.29M 0.25%
4,099
+132
84
$2.25M 0.24%
8,258
-177
85
$2.23M 0.24%
40,096
-12,292
86
$2.23M 0.24%
88,518
-270,832
87
$2.21M 0.24%
56,454
-9,872
88
$2.17M 0.24%
32,676
-60,676
89
$2.05M 0.22%
17,076
+1,009
90
$2.02M 0.22%
39,103
-2,603
91
$2.01M 0.22%
14,519
+531
92
$1.97M 0.21%
39,909
-25,678
93
$1.95M 0.21%
8,703
+1,780
94
$1.95M 0.21%
74,047
-1,816
95
$1.95M 0.21%
19,078
-1,811
96
$1.94M 0.21%
39,856
-1,998
97
$1.9M 0.21%
34,288
-2,084
98
$1.9M 0.21%
485,301
+463,324
99
$1.88M 0.21%
37,617
-1,623
100
$1.88M 0.2%
51,618
-6,950
2 3
4
5 6