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
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%
15,738
+3,369
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
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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