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
26
$7.92M 0.45%
220,020
-14,304
27
$7.72M 0.44%
995,845
-64,603
28
$7.35M 0.42%
244,594
-58,428
29
$6.89M 0.39%
132,259
+6,798
30
$6.77M 0.39%
544,148
+249,139
31
$6.29M 0.36%
400,039
-14,396
32
$6.28M 0.36%
56,290
+3,385
33
$5.28M 0.3%
81,322
+62,708
34
$5.28M 0.3%
35,308
+3,419
35
$5.26M 0.3%
30,565
+960
36
$4.79M 0.27%
836,295
-31,870
37
$4.79M 0.27%
67,700
+2,992
38
$4.72M 0.27%
79,053
+8,009
39
$4.54M 0.26%
43,674
-7,812
40
$4.48M 0.26%
34,480
+9,599
41
$4.46M 0.25%
80,703
-4,483
42
$4.23M 0.24%
71,713
-13,444
43
$4.2M 0.24%
79,786
+36,975
44
$4.16M 0.24%
+103,259
45
$4.04M 0.23%
211,753
+6,811
46
$4M 0.23%
102,233
+5,584
47
$4M 0.23%
250,185
-18,153
48
$3.92M 0.22%
206,228
+14,773
49
$3.81M 0.22%
23,501
+5,432
50
$3.8M 0.22%
33,241
-113
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