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
276
$1.05M 0.06%
25,807
+3,342
277
$1.05M 0.06%
+32,473
278
$1.05M 0.06%
41,627
+2,436
279
$1.05M 0.06%
8,748
+764
280
$1.05M 0.06%
41,840
+2,458
281
$1.04M 0.06%
13,800
+82
282
$1.04M 0.06%
+16,855
283
$1.04M 0.06%
+13,291
284
$1.02M 0.06%
5,521
-1,650
285
$1.02M 0.06%
17,503
-1,042
286
$1.02M 0.06%
36,966
+1,792
287
$1.02M 0.06%
12,977
+513
288
$1.01M 0.06%
18,313
-4,854
289
$1.01M 0.06%
5,387
+2,412
290
$1.01M 0.06%
5,517
+2,003
291
$1.01M 0.06%
20,715
+900
292
$1.01M 0.06%
19,241
-12,355
293
$1M 0.06%
14,711
-48,066
294
$1M 0.06%
18,072
+2,333
295
$1M 0.06%
24,184
-4,249
296
$994K 0.06%
8,851
+1,177
297
$992K 0.06%
14,192
+487
298
$989K 0.06%
54,280
+10,037
299
$985K 0.06%
20,340
-4,160
300
$978K 0.06%
11,697
-501
10 11
12
13 14