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
526
$499K 0.03%
+13,387
527
$499K 0.03%
20,067
-3,785
528
$498K 0.03%
2,977
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529
$498K 0.03%
847
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530
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15,249
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531
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+6,382
532
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9,159
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533
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31,811
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534
$491K 0.03%
16,368
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535
$490K 0.03%
11,388
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536
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25,672
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537
$487K 0.03%
13,034
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538
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+8,153
539
$484K 0.03%
11,320
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540
$483K 0.03%
10,034
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544
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545
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12,001
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546
$473K 0.03%
63,010
-8,546
547
$473K 0.03%
6,802
-603
548
$472K 0.03%
11,068
-1,563
549
$472K 0.03%
87,436
+5,144
550
$470K 0.03%
14,363
+924
20 21
22
23 24