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
$1.76B
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$8.56M
3
+$6.35M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.16M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.07M

Top Sells

1
+$241M
2
+$16.2M
3
+$8.06M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.09M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.61M

Sector Composition

1 Healthcare 7.17%
2 Technology 6.6%
3 Industrials 4.54%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.07%
14,456
+207
227
$1.24M 0.07%
22,973
+3,569
228
$1.23M 0.07%
18,685
-166
229
$1.22M 0.07%
48,310
+6,625
230
$1.21M 0.07%
47,448
+9,257
231
$1.21M 0.07%
18,144
-2,480
232
$1.21M 0.07%
+6,107
233
$1.2M 0.07%
38,976
+3,711
234
$1.2M 0.07%
7,108
+39
235
$1.2M 0.07%
21,495
-7,211
236
$1.19M 0.07%
22,188
+1,042
237
$1.18M 0.07%
31,113
+1,473
238
$1.17M 0.07%
45,637
+2,929
239
$1.17M 0.07%
55,115
-18,697
240
$1.17M 0.07%
20,008
+4,377
241
$1.17M 0.07%
14,090
+2,332
242
$1.17M 0.07%
24,303
+3,872
243
$1.17M 0.07%
6,630
-96
244
$1.16M 0.07%
54,606
-18,555
245
$1.16M 0.07%
9,512
-203
246
$1.16M 0.07%
46,397
+7,926
247
$1.15M 0.07%
42,673
+541
248
$1.15M 0.07%
13,614
+853
249
$1.15M 0.07%
11,955
+967
250
$1.15M 0.07%
15,372
-24,831
8 9
10
11 12