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
576
$442K 0.03%
7,005
-641
577
$441K 0.03%
9,894
+3,291
578
$441K 0.03%
7,600
-1,320
579
$440K 0.03%
13,336
+2,548
580
$439K 0.03%
8,177
-1,820
581
$436K 0.02%
5,644
+415
582
$436K 0.02%
7,553
+340
583
$433K 0.02%
12,626
-245
584
$432K 0.02%
6,679
+45
585
$432K 0.02%
16,227
+1,158
586
$431K 0.02%
3,906
-64
587
$431K 0.02%
5,415
+745
588
$429K 0.02%
7,166
-108
589
$429K 0.02%
3,669
+300
590
$428K 0.02%
12,977
-743
591
$428K 0.02%
5,837
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592
$425K 0.02%
77,044
+6,217
593
$425K 0.02%
+9,355
594
$424K 0.02%
7,400
+1,411
595
$422K 0.02%
2,272
-93
596
$421K 0.02%
3,157
+409
597
$420K 0.02%
3,164
+169
598
$418K 0.02%
5,578
-68
599
$415K 0.02%
10,833
+1,623
600
$411K 0.02%
13,208
-24
22 23
24
25 26