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
351
$847K 0.05%
53,214
+3,011
352
$847K 0.05%
6,629
+129
353
$846K 0.05%
12,233
+2,314
354
$844K 0.05%
20,344
-5,227
355
$841K 0.05%
33,064
+865
356
$841K 0.05%
17,406
+312
357
$838K 0.05%
15,659
+827
358
$837K 0.05%
11,972
-832
359
$836K 0.05%
28,352
-192
360
$836K 0.05%
66,121
+404
361
$836K 0.05%
15,335
-1,211
362
$829K 0.05%
33,245
+1,570
363
$824K 0.05%
6,776
+38
364
$822K 0.05%
4,320
+1,678
365
$822K 0.05%
18,335
+11
366
$820K 0.05%
12,453
-7,592
367
$819K 0.05%
3,537
-175
368
$816K 0.05%
18,883
-11,218
369
$814K 0.05%
12,645
-308
370
$811K 0.05%
8,583
-699
371
$808K 0.05%
+28,970
372
$802K 0.05%
21,624
+13,057
373
$798K 0.05%
8,922
+1,825
374
$795K 0.05%
10,706
-596
375
$794K 0.05%
+219,600
13 14
15
16 17