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
151
$1.24M 0.13%
17,824
+2,552
152
$1.23M 0.13%
2,975
-329
153
$1.23M 0.13%
10,550
-2,086
154
$1.2M 0.13%
10,501
-701
155
$1.2M 0.13%
6,085
-456
156
$1.19M 0.13%
3,321
-666
157
$1.14M 0.12%
12,416
-1,769
158
$1.13M 0.12%
7,673
-24,500
159
$1.12M 0.12%
11,072
-1,539
160
$1.11M 0.12%
19,071
-2,193
161
$1.1M 0.12%
73,390
-1,364
162
$1.1M 0.12%
3,540
+615
163
$1.1M 0.12%
11,791
-1,733
164
$1.1M 0.12%
29,702
+12,175
165
$1.09M 0.12%
7,615
-437
166
$1.07M 0.12%
10,814
-857
167
$1.07M 0.12%
14,034
-997
168
$1.06M 0.12%
13,101
-684
169
$1.04M 0.11%
17,817
-5,227
170
$1.03M 0.11%
10,004
-4
171
$1.02M 0.11%
143,752
-7,931
172
$1.01M 0.11%
12,689
+429
173
$1M 0.11%
39,892
-2,697
174
$1M 0.11%
7,446
-776
175
$1M 0.11%
13,942
-1,966
5 6
7
8 9