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
251
$1.14M 0.07%
40,003
+401
252
$1.14M 0.07%
50,565
-17,236
253
$1.14M 0.06%
31,565
+173
254
$1.14M 0.06%
8,710
+2,066
255
$1.14M 0.06%
4,182
-1,870
256
$1.13M 0.06%
52,643
-16,742
257
$1.12M 0.06%
10,679
-2,445
258
$1.11M 0.06%
14,137
+4,614
259
$1.11M 0.06%
5,428
-101
260
$1.1M 0.06%
36,771
+10,440
261
$1.09M 0.06%
13,944
-280
262
$1.08M 0.06%
62,534
+7,581
263
$1.07M 0.06%
20,386
-38,022
264
$1.07M 0.06%
17,476
-74
265
$1.07M 0.06%
20,740
+515
266
$1.07M 0.06%
6,479
+168
267
$1.06M 0.06%
17,640
+1,245
268
$1.06M 0.06%
14,789
+855
269
$1.06M 0.06%
49,055
+4,080
270
$1.06M 0.06%
10,155
-2,039
271
$1.06M 0.06%
19,693
+418
272
$1.06M 0.06%
12,556
+2,012
273
$1.06M 0.06%
8,958
+1,485
274
$1.06M 0.06%
156,779
+983
275
$1.06M 0.06%
+20,917
9 10
11
12 13