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
426
$662K 0.04%
6,072
+255
427
$660K 0.04%
6,252
+242
428
$660K 0.04%
56,134
+11,626
429
$659K 0.04%
5,930
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430
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14,920
+3,304
431
$649K 0.04%
13,818
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432
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23,135
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36,191
-25,435
434
$647K 0.04%
6,268
-81
435
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436
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19,480
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437
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150,396
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438
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23,874
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439
$637K 0.04%
13,442
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441
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443
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3,024
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444
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9,510
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445
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25,252
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446
$622K 0.04%
4,894
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447
$621K 0.04%
23,652
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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