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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$221M
2
+$8.57M
3
+$6.38M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.21M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.13M

Top Sells

1
+$238M
2
+$16M
3
+$8.06M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.86M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.61M

Sector Composition

1 Healthcare 7.17%
2 Technology 6.56%
3 Industrials 4.6%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$912K 0.05%
20,414
-25,559
327
$911K 0.05%
7,368
+372
328
$911K 0.05%
9,079
-3,813
329
$909K 0.05%
31,476
+6,738
330
$904K 0.05%
22,475
+4,785
331
$902K 0.05%
18,311
-320
332
$892K 0.05%
+20,152
333
$890K 0.05%
52,010
+7,840
334
$886K 0.05%
19,816
-6,893
335
$885K 0.05%
35,989
+2,230
336
$885K 0.05%
109,048
+7,680
337
$879K 0.05%
17,713
+2,006
338
$878K 0.05%
21,924
+989
339
$878K 0.05%
11,501
+152
340
$875K 0.05%
18,266
+367
341
$872K 0.05%
36,465
+3,794
342
$870K 0.05%
11,161
+675
343
$868K 0.05%
140,854
+62,722
344
$866K 0.05%
88,563
+4,037
345
$865K 0.05%
18,637
+3,230
346
$862K 0.05%
26,251
-1,797
347
$861K 0.05%
1,338
+11
348
$856K 0.05%
14,002
-4,449
349
$851K 0.05%
5,273
-393
350
$851K 0.05%
46,684
-9,716
12 13
14
15 16