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
576
$322K 0.02%
14,055
+1,071
577
$321K 0.02%
16,870
+2,912
578
$320K 0.02%
10,133
+3,255
579
$319K 0.02%
7,235
-866
580
$319K 0.02%
17,356
-792
581
$318K 0.02%
11,519
+3,960
582
$318K 0.02%
+7,068
583
$318K 0.02%
15,462
-2
584
$318K 0.02%
+11,718
585
$317K 0.02%
+8,139
586
$317K 0.02%
+9,177
587
$317K 0.02%
9,917
+2,421
588
$317K 0.02%
+31,004
589
$316K 0.02%
411
+37
590
$313K 0.02%
27,126
+5,305
591
$313K 0.02%
+6,757
592
$312K 0.02%
6,184
-4,444
593
$311K 0.02%
+5,176
594
$308K 0.02%
14,618
+79
595
$308K 0.02%
10,832
+3,074
596
$308K 0.02%
11,593
+65
597
$308K 0.02%
5,527
-385
598
$307K 0.02%
10,139
+1,522
599
$307K 0.02%
17,236
+2,473
600
$306K 0.02%
3,975
+1,296
22 23
24
25 26