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
501
$544K 0.03%
49,236
+4,820
502
$542K 0.03%
60,382
-13,109
503
$542K 0.03%
28,790
-185
504
$541K 0.03%
84,518
+383
505
$540K 0.03%
5,494
-37
506
$540K 0.03%
19,292
-8,436
507
$535K 0.03%
97,495
+6,715
508
$535K 0.03%
4,634
-3,009
509
$532K 0.03%
34,652
-5,042
510
$530K 0.03%
5,583
-827
511
$529K 0.03%
+5,548
512
$525K 0.03%
83,196
+4,610
513
$520K 0.03%
9,701
+783
514
$517K 0.03%
+11,042
515
$515K 0.03%
8,082
-1,366
516
$514K 0.03%
9,510
-2,850
517
$511K 0.03%
12,824
+1,082
518
$509K 0.03%
10,839
-744
519
$509K 0.03%
46,247
+32,943
520
$505K 0.03%
11,916
+1,238
521
$502K 0.03%
+20,954
522
$501K 0.03%
53,149
+1,410
523
$500K 0.03%
16,900
-4,906
524
$500K 0.03%
6,429
-163
525
$499K 0.03%
8,258
-4,403
19 20
21
22 23