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
651
$367K 0.02%
5,859
+962
652
$364K 0.02%
10,967
+1,246
653
$362K 0.02%
21,778
+6,701
654
$362K 0.02%
+3,864
655
$361K 0.02%
10,925
+1,686
656
$360K 0.02%
6,012
-284
657
$358K 0.02%
2,500
+43
658
$358K 0.02%
17,734
-5,452
659
$357K 0.02%
26,486
+1,518
660
$357K 0.02%
19,290
+1,640
661
$356K 0.02%
3,230
+532
662
$356K 0.02%
4,106
-791
663
$355K 0.02%
11,904
+978
664
$355K 0.02%
20,738
+4,870
665
$354K 0.02%
11,385
-9,396
666
$352K 0.02%
+5,636
667
$352K 0.02%
6,632
-8
668
$351K 0.02%
3,843
-2,221
669
$350K 0.02%
+5,131
670
$349K 0.02%
3,186
-687
671
$349K 0.02%
10,483
+649
672
$349K 0.02%
8,959
+1,325
673
$348K 0.02%
2,175
-569
674
$348K 0.02%
2,401
+292
675
$348K 0.02%
17,278
+2,421
25 26
27
28 29