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
626
$396K 0.02%
8,996
+1,459
627
$394K 0.02%
3,904
+1,570
628
$393K 0.02%
10,088
-1,494
629
$392K 0.02%
5,030
-13
630
$392K 0.02%
9,755
+448
631
$390K 0.02%
18,188
-17,080
632
$390K 0.02%
9,440
+979
633
$387K 0.02%
9,124
+125
634
$385K 0.02%
3,810
+357
635
$384K 0.02%
+8,463
636
$382K 0.02%
3,051
+130
637
$382K 0.02%
39,668
+1,161
638
$380K 0.02%
+8,634
639
$377K 0.02%
+2,100
640
$377K 0.02%
3,095
+608
641
$376K 0.02%
7,643
-451
642
$376K 0.02%
8,893
-2,936
643
$375K 0.02%
2,572
-2,022
644
$375K 0.02%
5,932
+64
645
$372K 0.02%
17,969
+377
646
$371K 0.02%
+21,511
647
$371K 0.02%
+8,607
648
$370K 0.02%
13,617
+1,494
649
$369K 0.02%
9,697
-312
650
$367K 0.02%
57,197
+12,212
24 25
26
27 28