FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$14.6M
3
+$6.88M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.19M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.3M

Top Sells

1
+$14.8M
2
+$7.58M
3
+$7.05M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$5.84M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$665K 0.05%
14,231
+7,791
427
$664K 0.05%
10,749
+1,450
428
$659K 0.05%
5,864
-7
429
$657K 0.05%
22,030
-340
430
$656K 0.05%
4,419
-400
431
$655K 0.05%
+9,516
432
$655K 0.05%
29,771
+9,300
433
$652K 0.05%
26,706
-8,390
434
$651K 0.05%
17,586
-560
435
$646K 0.05%
2,386
+1,303
436
$645K 0.05%
19,227
-287
437
$644K 0.05%
+15,810
438
$643K 0.05%
12,815
-194
439
$642K 0.05%
8,568
+1,226
440
$625K 0.05%
31,259
+12,010
441
$619K 0.05%
78,877
-39,343
442
$617K 0.05%
2,165
-1,451
443
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2,276
-1,135
444
$614K 0.05%
29,640
-76,960
445
$612K 0.05%
14,746
-1,387
446
$611K 0.05%
16,237
-2,219
447
$611K 0.05%
2,184
+87
448
$610K 0.05%
11,558
-1,684
449
$606K 0.05%
9,719
+568
450
$606K 0.05%
4,955
+41
16 17
18
19 20