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
151
$1.56M 0.14%
17,452
-581
152
$1.56M 0.14%
17,025
-1,697
153
$1.56M 0.14%
9,778
-1,094
154
$1.56M 0.14%
13,226
-223
155
$1.53M 0.13%
27,276
+42
156
$1.51M 0.13%
25,636
-40,238
157
$1.5M 0.13%
11,695
-1,047
158
$1.47M 0.13%
6,342
+496
159
$1.46M 0.13%
5,265
-881
160
$1.46M 0.13%
14,871
-2,861
161
$1.45M 0.13%
18,033
-5,243
162
$1.44M 0.13%
90,657
-10,775
163
$1.43M 0.12%
10,607
+1,079
164
$1.42M 0.12%
155,219
-176,428
165
$1.4M 0.12%
32,365
-6,181
166
$1.4M 0.12%
37,907
-4,156
167
$1.39M 0.12%
13,325
+191
168
$1.37M 0.12%
10,708
-1,769
169
$1.35M 0.12%
20,008
-3,323
170
$1.35M 0.12%
11,016
-462
171
$1.33M 0.12%
57,063
-2,147
172
$1.32M 0.12%
43,040
+10,374
173
$1.32M 0.11%
42,870
-8,154
174
$1.32M 0.11%
+16,998
175
$1.31M 0.11%
144,904
+3,875
5 6
7
8 9