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
376
$792K 0.05%
10,346
+2,314
377
$788K 0.04%
31,074
+2,224
378
$785K 0.04%
13,160
-870
379
$779K 0.04%
15,259
+2,687
380
$779K 0.04%
65,656
+7,177
381
$776K 0.04%
7,809
-3
382
$776K 0.04%
34,568
+14,742
383
$775K 0.04%
7,074
+1
384
$773K 0.04%
10,553
+1,079
385
$762K 0.04%
10,124
+2,268
386
$761K 0.04%
8,504
-431
387
$756K 0.04%
21,145
+14,044
388
$754K 0.04%
19,797
-14
389
$752K 0.04%
5,338
+1,792
390
$751K 0.04%
18,812
-5,320
391
$750K 0.04%
4,548
-54
392
$748K 0.04%
14,863
+3,731
393
$744K 0.04%
5,188
+273
394
$741K 0.04%
30,061
+1,456
395
$739K 0.04%
42,923
+20,273
396
$737K 0.04%
10,126
+465
397
$736K 0.04%
16,365
+3,071
398
$734K 0.04%
8,020
+1,582
399
$733K 0.04%
375,704
-26,675
400
$732K 0.04%
15,140
+5,773
14 15
16
17 18