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
676
$346K 0.02%
17,298
+1,945
677
$345K 0.02%
+17,317
678
$345K 0.02%
+3,969
679
$345K 0.02%
7,041
+135
680
$344K 0.02%
18,320
+1,309
681
$343K 0.02%
3,937
+137
682
$341K 0.02%
1,569
-615
683
$341K 0.02%
4,989
+816
684
$341K 0.02%
35,795
+6,453
685
$341K 0.02%
9,558
+525
686
$340K 0.02%
10,003
+156
687
$339K 0.02%
8,135
+172
688
$339K 0.02%
+9,145
689
$338K 0.02%
1,318
+13
690
$337K 0.02%
+6,365
691
$336K 0.02%
12,545
+1,017
692
$336K 0.02%
4,634
+350
693
$336K 0.02%
6,235
-1,094
694
$335K 0.02%
+5,481
695
$334K 0.02%
3,928
+39
696
$333K 0.02%
16,499
-5,066
697
$333K 0.02%
2,954
+1,347
698
$333K 0.02%
8,180
+1,149
699
$332K 0.02%
31,639
-20,156
700
$331K 0.02%
14,620
-809
26 27
28
29 30