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
601
$410K 0.02%
6,364
+593
602
$410K 0.02%
2,677
-111
603
$410K 0.02%
31,918
-988
604
$410K 0.02%
2,883
+586
605
$409K 0.02%
4,832
-533
606
$408K 0.02%
5,055
-840
607
$407K 0.02%
6,494
+857
608
$406K 0.02%
11,638
+1,377
609
$406K 0.02%
5,986
-64
610
$406K 0.02%
12,174
-1,036
611
$404K 0.02%
89,082
-9,778
612
$404K 0.02%
+4,893
613
$403K 0.02%
6,759
+283
614
$403K 0.02%
7,472
+135
615
$402K 0.02%
15,809
-1,264
616
$401K 0.02%
23,672
+1,198
617
$401K 0.02%
11,124
+2,992
618
$400K 0.02%
8,642
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619
$400K 0.02%
7,694
-650
620
$400K 0.02%
5,896
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621
$399K 0.02%
3,276
+435
622
$399K 0.02%
11,860
+793
623
$399K 0.02%
3,071
-53
624
$398K 0.02%
3,814
-315
625
$397K 0.02%
+1,790
23 24
25
26 27