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
426
$507K 0.03%
4,925
+884
427
$506K 0.03%
9,487
+3,433
428
$505K 0.03%
9,442
+267
429
$504K 0.03%
3,833
+1,187
430
$504K 0.03%
3,909
+233
431
$503K 0.03%
3,297
-395
432
$503K 0.03%
100,554
+42,238
433
$501K 0.03%
3,048
+71
434
$497K 0.03%
17,725
-9,746
435
$495K 0.03%
6,509
+2,589
436
$494K 0.03%
11,355
+114
437
$494K 0.03%
20,507
+4,742
438
$493K 0.03%
13,453
+613
439
$492K 0.03%
11,507
+857
440
$490K 0.03%
11,714
-4,610
441
$490K 0.03%
6,245
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442
$488K 0.03%
10,338
-1,905
443
$488K 0.03%
7,018
+3,359
444
$486K 0.03%
40,276
+25,142
445
$480K 0.03%
8,092
+240
446
$480K 0.03%
6,662
+1,277
447
$477K 0.03%
6,094
+702
448
$477K 0.03%
12,305
+2,009
449
$475K 0.03%
10,233
+4,506
450
$475K 0.03%
11,884
+1,817
16 17
18
19 20