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
526
$499K 0.03%
+13,387
527
$499K 0.03%
20,067
-3,785
528
$498K 0.03%
2,977
+352
529
$498K 0.03%
847
-62
530
$497K 0.03%
15,249
-4,248
531
$497K 0.03%
+6,382
532
$496K 0.03%
9,159
+1,320
533
$493K 0.03%
31,811
+5,047
534
$491K 0.03%
16,368
+264
535
$490K 0.03%
11,388
-394
536
$487K 0.03%
25,672
-2,148
537
$487K 0.03%
13,034
+738
538
$484K 0.03%
+8,153
539
$484K 0.03%
11,320
-3,095
540
$483K 0.03%
10,034
-526
541
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5,907
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542
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8,292
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543
$477K 0.03%
7,039
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544
$476K 0.03%
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545
$476K 0.03%
12,001
+588
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