FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$27.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.54M

Top Sells

1
+$67.7M
2
+$66.4M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.84%
3 Industrials 3.4%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$395K 0.03%
8,197
+1,171
502
$394K 0.03%
18,926
+2,070
503
$393K 0.03%
66,504
+5,072
504
$393K 0.03%
+5,043
505
$392K 0.03%
1,832
+707
506
$391K 0.03%
3,477
-211
507
$390K 0.03%
22,220
+5,811
508
$384K 0.02%
6,457
-555
509
$383K 0.02%
+16,996
510
$383K 0.02%
12,188
+206
511
$382K 0.02%
7,001
-1,561
512
$381K 0.02%
13,177
+2,258
513
$380K 0.02%
6,183
+1,486
514
$379K 0.02%
5,310
-409
515
$379K 0.02%
11,443
+2,280
516
$378K 0.02%
4,749
+123
517
$377K 0.02%
4,865
+811
518
$377K 0.02%
14,193
-419
519
$375K 0.02%
12,077
+458
520
$374K 0.02%
54,349
-1,550
521
$373K 0.02%
+10,270
522
$373K 0.02%
4,822
+1,183
523
$373K 0.02%
5,356
+377
524
$371K 0.02%
10,122
+1,764
525
$370K 0.02%
11,730
+110
19 20
21
22 23