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
51
$3.76M 0.21%
170,452
+693
52
$3.75M 0.21%
160,820
+16,030
53
$3.74M 0.21%
30,791
+1,201
54
$3.55M 0.2%
113,350
+13,104
55
$3.5M 0.2%
146,525
+13,849
56
$3.4M 0.19%
20,047
+1,637
57
$3.39M 0.19%
+557,991
58
$3.36M 0.19%
25,396
-2,181
59
$3.28M 0.19%
115,075
+14,705
60
$3.27M 0.19%
16,521
+7,832
61
$3.14M 0.18%
28,773
+12,172
62
$3.11M 0.18%
25,590
-2,111
63
$3.09M 0.18%
44,826
+2,699
64
$3.07M 0.17%
82,926
-538
65
$3.03M 0.17%
89,913
+7,039
66
$2.97M 0.17%
34,053
+1,785
67
$2.96M 0.17%
10,654
+412
68
$2.96M 0.17%
63,620
+4,040
69
$2.95M 0.17%
23,202
-4,972
70
$2.91M 0.17%
55,603
+50,284
71
$2.88M 0.16%
25,848
+3,476
72
$2.87M 0.16%
58,934
-13,714
73
$2.86M 0.16%
36,769
+3,363
74
$2.76M 0.16%
24,161
+985
75
$2.74M 0.16%
49,998
+1,372
1 2
3
4 5