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
176
$1.28M 0.11%
46,209
+3,681
177
$1.28M 0.11%
2,876
+2,139
178
$1.27M 0.11%
23,165
-3,726
179
$1.27M 0.11%
28,451
+1,966
180
$1.26M 0.11%
65,766
+1,518
181
$1.26M 0.11%
27,843
+2,764
182
$1.25M 0.11%
11,482
-3,783
183
$1.24M 0.11%
31,581
+4,455
184
$1.2M 0.1%
+4,800
185
$1.2M 0.1%
13,338
-60,474
186
$1.19M 0.1%
60,681
-249
187
$1.17M 0.1%
7,196
-2,035
188
$1.17M 0.1%
48,649
-46,411
189
$1.17M 0.1%
+10,623
190
$1.16M 0.1%
102,999
+1,348
191
$1.16M 0.1%
15,237
+2,293
192
$1.15M 0.1%
10,258
-245
193
$1.14M 0.1%
26,518
-11,803
194
$1.13M 0.1%
32,367
+630
195
$1.11M 0.1%
14,197
-1,561
196
$1.11M 0.1%
15,070
-395
197
$1.11M 0.1%
15,688
+1,178
198
$1.08M 0.09%
22,523
+4,457
199
$1.07M 0.09%
20,126
-1,142
200
$1.07M 0.09%
15,195
+790
6 7
8
9 10