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
101
$2.32M 0.2%
8,539
-2,719
102
$2.32M 0.2%
23,364
-6,794
103
$2.27M 0.2%
284,316
-4,198
104
$2.26M 0.2%
83,132
-896
105
$2.26M 0.2%
94,387
-10,283
106
$2.21M 0.19%
41,067
+1,044
107
$2.2M 0.19%
36,521
+1,263
108
$2.19M 0.19%
40,792
-2,542
109
$2.17M 0.19%
184,957
-15,236
110
$2.17M 0.19%
763,190
-106,663
111
$2.16M 0.19%
+14,452
112
$2.16M 0.19%
7,292
-1,162
113
$2.12M 0.18%
38,689
+2,687
114
$2.11M 0.18%
5,412
-385
115
$2.1M 0.18%
42,438
-2,335
116
$2.06M 0.18%
11,284
+331
117
$2.05M 0.18%
26,292
+10,263
118
$2.03M 0.18%
39,379
-2,230
119
$2.01M 0.17%
57,435
+656
120
$2.01M 0.17%
+18,808
121
$2M 0.17%
34,108
-5,218
122
$1.98M 0.17%
+12,046
123
$1.98M 0.17%
13,735
-827
124
$1.97M 0.17%
13,272
+1,528
125
$1.97M 0.17%
89,809
+684
3 4
5
6 7