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
126
$1.95M 0.17%
38,701
+8,504
127
$1.92M 0.17%
42,647
+10,302
128
$1.9M 0.17%
98,272
+57,180
129
$1.89M 0.16%
5,304
-531
130
$1.86M 0.16%
33,888
-4,528
131
$1.82M 0.16%
34,763
-5,399
132
$1.81M 0.16%
23,754
-319
133
$1.79M 0.16%
24,477
+1,056
134
$1.78M 0.16%
56,039
-9,024
135
$1.78M 0.15%
52,229
-7,030
136
$1.78M 0.15%
14,745
+10,175
137
$1.78M 0.15%
38,076
+3,412
138
$1.76M 0.15%
10,394
-1,692
139
$1.75M 0.15%
37,676
+6,231
140
$1.74M 0.15%
19,864
-234
141
$1.73M 0.15%
146,554
-19,759
142
$1.7M 0.15%
60,814
+28,982
143
$1.7M 0.15%
28,177
+4,915
144
$1.66M 0.14%
7,141
-1,220
145
$1.66M 0.14%
27,986
+21,039
146
$1.61M 0.14%
60,391
-13,353
147
$1.58M 0.14%
+10,935
148
$1.58M 0.14%
24,715
-1,570
149
$1.57M 0.14%
21,186
-886
150
$1.57M 0.14%
9,708
+484
4 5
6
7 8