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
701
$329K 0.02%
5,121
+701
702
$328K 0.02%
20,748
-1,365
703
$327K 0.02%
+2,180
704
$327K 0.02%
7,881
-1,378
705
$326K 0.02%
+3,132
706
$324K 0.02%
16,575
+1,380
707
$324K 0.02%
+30,612
708
$323K 0.02%
+13,541
709
$321K 0.02%
4,475
-209
710
$319K 0.02%
22,176
+7,623
711
$318K 0.02%
8,139
-6,319
712
$318K 0.02%
+4,777
713
$317K 0.02%
+2,392
714
$317K 0.02%
47,023
-952
715
$316K 0.02%
4,819
-1,172
716
$316K 0.02%
23,266
+3,151
717
$316K 0.02%
4,217
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718
$316K 0.02%
5,313
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719
$315K 0.02%
3,746
-227
720
$314K 0.02%
+3,320
721
$311K 0.02%
5,350
-1,782
722
$311K 0.02%
+9,975
723
$310K 0.02%
7,056
-344
724
$309K 0.02%
8,711
+1,069
725
$309K 0.02%
28,248
+4,715
27 28
29
30 31