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
551
$470K 0.03%
4,302
-106
552
$469K 0.03%
55,675
-10,305
553
$468K 0.03%
19,774
+856
554
$467K 0.03%
11,276
+5,222
555
$465K 0.03%
9,563
-153
556
$465K 0.03%
13,879
+985
557
$463K 0.03%
18,876
-7,554
558
$459K 0.03%
8,130
+573
559
$458K 0.03%
13,368
-201
560
$457K 0.03%
4,257
+411
561
$457K 0.03%
27,419
-10,327
562
$457K 0.03%
+20,975
563
$455K 0.03%
+3,057
564
$454K 0.03%
39,451
-2,380
565
$453K 0.03%
3,805
-111
566
$453K 0.03%
3,548
-221
567
$451K 0.03%
16,715
-4,388
568
$451K 0.03%
4,893
-104
569
$450K 0.03%
2,608
-2,030
570
$449K 0.03%
4,429
+892
571
$449K 0.03%
14,048
+1,009
572
$449K 0.03%
46,512
+1,595
573
$447K 0.03%
17,813
+2,569
574
$447K 0.03%
12,884
-435
575
$447K 0.03%
41,172
+2,350
21 22
23
24 25