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
$1.76B
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
State Street Energy Select Sector SPDR ETF
XLE
+$4.07M

Top Sells

1
+$241M
2
+$16.2M
3
+$8.06M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.09M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.61M

Sector Composition

1 Healthcare 7.17%
2 Technology 6.56%
3 Industrials 4.58%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$617K 0.04%
5,088
+153
452
$617K 0.04%
4,768
+279
453
$617K 0.04%
11,416
-1,424
454
$615K 0.04%
13,966
+2,175
455
$612K 0.03%
33,160
+1,304
456
$612K 0.03%
11,807
-1,883
457
$611K 0.03%
8,910
-783
458
$610K 0.03%
73,350
-13,150
459
$608K 0.03%
10,728
+342
460
$607K 0.03%
11,495
+1,787
461
$607K 0.03%
39,083
-188
462
$606K 0.03%
36,618
+3,143
463
$601K 0.03%
5,096
-83
464
$600K 0.03%
11,684
+704
465
$599K 0.03%
11,883
+1,293
466
$597K 0.03%
5,941
+262
467
$594K 0.03%
7,592
+73
468
$592K 0.03%
10,117
-10,110
469
$590K 0.03%
74,192
-5,096
470
$590K 0.03%
25,863
+2,152
471
$590K 0.03%
20,520
+2,547
472
$590K 0.03%
+4,119
473
$589K 0.03%
7,440
+470
474
$586K 0.03%
10,840
-148
475
$584K 0.03%
1,839
-757,482
17 18
19
20 21