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
201
$1.07M 0.09%
21,488
-739
202
$1.07M 0.09%
6,357
+557
203
$1.07M 0.09%
3,708
+1,415
204
$1.07M 0.09%
70,285
-3,708
205
$1.04M 0.09%
19,832
-150
206
$1.03M 0.09%
100,688
+10,007
207
$1.03M 0.09%
28,137
-1,400
208
$1.03M 0.09%
7,339
+78
209
$1.01M 0.09%
29,312
+89
210
$1.01M 0.09%
26,218
-2,167
211
$1M 0.09%
25,404
-924
212
$1M 0.09%
3,375
+25
213
$1M 0.09%
26,180
-955
214
$999K 0.09%
2,665
+611
215
$971K 0.08%
23,231
-19,044
216
$971K 0.08%
15,817
-2,272
217
$968K 0.08%
8,813
-561
218
$960K 0.08%
41,560
-3,250
219
$956K 0.08%
41,553
-4,497
220
$953K 0.08%
151,132
-15,011
221
$943K 0.08%
12,450
-286
222
$938K 0.08%
11,001
-4,392
223
$932K 0.08%
2,020
-824
224
$931K 0.08%
58,827
+10,162
225
$931K 0.08%
5,945
+610
7 8
9
10 11