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
126
$1.55M 0.17%
66,073
+14,730
127
$1.55M 0.17%
5,458
-914
128
$1.52M 0.17%
87,910
-6,676
129
$1.48M 0.16%
109,680
+13,880
130
$1.46M 0.16%
118,552
+29,167
131
$1.44M 0.16%
7,459
-551
132
$1.43M 0.16%
+20,381
133
$1.43M 0.16%
3,621
-343
134
$1.41M 0.15%
38,841
-5,989
135
$1.39M 0.15%
7,185
-708
136
$1.38M 0.15%
31,963
-985
137
$1.36M 0.15%
4,051
-310
138
$1.36M 0.15%
62,658
-3,108
139
$1.35M 0.15%
7,070
-1,181
140
$1.33M 0.15%
61,133
+8,731
141
$1.33M 0.15%
28,557
+18
142
$1.32M 0.14%
11,776
-1,469
143
$1.32M 0.14%
25,234
+5,900
144
$1.3M 0.14%
117,318
-2,770
145
$1.29M 0.14%
38,750
-4,060
146
$1.29M 0.14%
36,933
-4,407
147
$1.28M 0.14%
2,565
+459
148
$1.27M 0.14%
14,519
+1,009
149
$1.25M 0.14%
15,802
-1,140
150
$1.24M 0.14%
12,921
+2,672
4 5
6
7 8