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
201
$804K 0.09%
8,859
+407
202
$801K 0.09%
+3,820
203
$797K 0.09%
6,750
-11,614
204
$795K 0.09%
31,257
+5,452
205
$791K 0.09%
2,655
-194
206
$776K 0.08%
3,087
+124
207
$772K 0.08%
8,855
-427
208
$771K 0.08%
49,321
-5,460
209
$770K 0.08%
7,651
+4,329
210
$763K 0.08%
3,951
-409
211
$761K 0.08%
16,208
-1,724
212
$754K 0.08%
3,311
-392
213
$753K 0.08%
12,887
-1,371
214
$735K 0.08%
3,154
-256
215
$722K 0.08%
11,376
+4,478
216
$722K 0.08%
12,134
+3,533
217
$712K 0.08%
9,414
-656
218
$709K 0.08%
5,647
-461
219
$707K 0.08%
22,124
+335
220
$704K 0.08%
3,351
-523
221
$701K 0.08%
+50,370
222
$696K 0.08%
3,073
-600
223
$681K 0.07%
10,008
-958
224
$681K 0.07%
36,094
-2,716
225
$678K 0.07%
42,271
-2,430
7 8
9
10 11