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
626
$290K 0.02%
6,926
+520
627
$289K 0.02%
4,521
+342
628
$289K 0.02%
36,889
+12,486
629
$288K 0.02%
+5,599
630
$288K 0.02%
+5,866
631
$287K 0.02%
+6,031
632
$287K 0.02%
4,481
+781
633
$286K 0.02%
11,749
+821
634
$285K 0.02%
+2,533
635
$285K 0.02%
+13,881
636
$284K 0.02%
3,203
-2,778
637
$283K 0.02%
11,358
-1,008
638
$283K 0.02%
2,080
+198
639
$282K 0.02%
10,421
+277
640
$282K 0.02%
+8,952
641
$281K 0.02%
4,646
-279
642
$281K 0.02%
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$281K 0.02%
21,302
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644
$279K 0.02%
2,739
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645
$278K 0.02%
23,757
-45
646
$278K 0.02%
+12,231
647
$277K 0.02%
7,186
+207
648
$276K 0.02%
7,478
-4,139
649
$276K 0.02%
10,346
+128
650
$276K 0.02%
9,112
-1,249
24 25
26
27 28