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
101
$1.87M 0.2%
101,252
+58,047
102
$1.87M 0.2%
+32,758
103
$1.83M 0.2%
31,012
-3,196
104
$1.81M 0.2%
31,554
-2,723
105
$1.77M 0.19%
10,747
+460
106
$1.76M 0.19%
120,311
-9,640
107
$1.75M 0.19%
3,110
-439
108
$1.75M 0.19%
47,405
-2,894
109
$1.74M 0.19%
29,128
-3,866
110
$1.74M 0.19%
72,075
-12,670
111
$1.72M 0.19%
33,267
+359
112
$1.68M 0.18%
24,264
-2,090
113
$1.68M 0.18%
4,389
+69
114
$1.67M 0.18%
28,145
+558
115
$1.67M 0.18%
77,573
+7,430
116
$1.67M 0.18%
9,680
-3,038
117
$1.65M 0.18%
+48,883
118
$1.65M 0.18%
15,977
-23,324
119
$1.62M 0.18%
5,834
-567
120
$1.6M 0.17%
26,989
-2,827
121
$1.6M 0.17%
11,184
+429
122
$1.59M 0.17%
5,304
-715
123
$1.58M 0.17%
40,070
-1,059
124
$1.58M 0.17%
670,822
+135,546
125
$1.56M 0.17%
8,816
+7,080
3 4
5
6 7