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
176
$1M 0.11%
22,788
-5,442
177
$998K 0.11%
6,745
-1,736
178
$996K 0.11%
+12,937
179
$995K 0.11%
6,770
-1,860
180
$982K 0.11%
18,924
-1,470
181
$973K 0.11%
4,606
-321
182
$965K 0.11%
2,717
-110
183
$954K 0.1%
11,042
-948
184
$937K 0.1%
3,713
-852
185
$909K 0.1%
16,404
+378
186
$897K 0.1%
15,231
-435
187
$872K 0.09%
3,971
-84
188
$865K 0.09%
15,678
-678
189
$860K 0.09%
18,275
-2,047
190
$860K 0.09%
38,470
-5,188
191
$855K 0.09%
10,583
-1,617
192
$846K 0.09%
+38,576
193
$844K 0.09%
5,276
+1,300
194
$837K 0.09%
5,187
-564
195
$835K 0.09%
10,213
+2,293
196
$824K 0.09%
+15,868
197
$819K 0.09%
11,269
-12,987
198
$805K 0.09%
2,738
-407
199
$805K 0.09%
15,447
-1,524
200
$805K 0.09%
16,302
-102
6 7
8
9 10