FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$27.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.54M

Top Sells

1
+$67.7M
2
+$66.4M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.84%
3 Industrials 3.4%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$662K 0.04%
15,087
+873
352
$662K 0.04%
8,002
+906
353
$660K 0.04%
29,486
+4,588
354
$660K 0.04%
6,008
+1,557
355
$658K 0.04%
96,889
-13,355
356
$658K 0.04%
34,131
+2,791
357
$657K 0.04%
3,603
-5
358
$657K 0.04%
12,903
-1,394
359
$653K 0.04%
12,057
+1,578
360
$649K 0.04%
8,965
+1,363
361
$648K 0.04%
18,371
+8,139
362
$647K 0.04%
21,959
+9,030
363
$643K 0.04%
13,198
-12,760
364
$640K 0.04%
5,056
+1,398
365
$634K 0.04%
210,771
-4,708
366
$633K 0.04%
7,600
+1,536
367
$629K 0.04%
26,587
+4,769
368
$627K 0.04%
2,791
-201
369
$627K 0.04%
15,658
+9,608
370
$622K 0.04%
43,543
+5,972
371
$619K 0.04%
8,255
-1,208
372
$612K 0.04%
11,414
+1,785
373
$609K 0.04%
4,620
+1,373
374
$608K 0.04%
16,752
-1,000
375
$608K 0.04%
5,563
+1,802
13 14
15
16 17