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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$221M
2
+$8.57M
3
+$6.38M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.21M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.13M

Top Sells

1
+$238M
2
+$16M
3
+$8.06M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.86M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.61M

Sector Composition

1 Healthcare 7.17%
2 Technology 6.56%
3 Industrials 4.6%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$662K 0.04%
6,072
+255
427
$660K 0.04%
56,134
+11,626
428
$660K 0.04%
6,252
+242
429
$659K 0.04%
5,930
-522
430
$649K 0.04%
29,840
+6,608
431
$649K 0.04%
13,818
+6,861
432
$648K 0.04%
23,135
-910
433
$648K 0.04%
36,191
-25,435
434
$647K 0.04%
6,268
-81
435
$645K 0.04%
12,863
-414
436
$643K 0.04%
19,480
-1,169
437
$642K 0.04%
150,396
+1,486
438
$640K 0.04%
23,874
-5,733
439
$637K 0.04%
13,442
+93
440
$634K 0.04%
9,550
+1,030
441
$632K 0.04%
10,561
-94
442
$630K 0.04%
19,975
+12,346
443
$628K 0.04%
3,024
-23
444
$628K 0.04%
9,510
+3,434
445
$625K 0.04%
25,252
+10,261
446
$622K 0.04%
4,894
+935
447
$621K 0.04%
23,652
+3,812
448
$621K 0.04%
17,866
+8,454
449
$619K 0.04%
3,669
-54
450
$619K 0.04%
16,986
+856
16 17
18
19 20