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
401
$725K 0.04%
14,210
-21,991
402
$725K 0.04%
39,668
+10,312
403
$725K 0.04%
6,555
-1,987
404
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11,898
-5,028
405
$717K 0.04%
7,288
+294
406
$712K 0.04%
20,722
+3,303
407
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24,280
+402
408
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14,571
-1,134
409
$693K 0.04%
17,913
+419
410
$692K 0.04%
29,120
-54
411
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53,323
-1,745
412
$682K 0.04%
8,282
-2,292
413
$682K 0.04%
20,667
+1,422
414
$682K 0.04%
6,475
+4,439
415
$681K 0.04%
7,888
-1,419
416
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6,237
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417
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5,251
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418
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19,054
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419
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19,738
+2,796
420
$672K 0.04%
13,954
-1,969
421
$672K 0.04%
66,373
-7,190
422
$672K 0.04%
+77,300
423
$664K 0.04%
+31,178
424
$663K 0.04%
31,389
+6,042
425
$663K 0.04%
37,029
+1,487
15 16
17
18 19