FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$27.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.54M

Top Sells

1
+$67.7M
2
+$66.4M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.84%
3 Industrials 3.4%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$228K 0.01%
+6,421
727
$227K 0.01%
44,250
+9,666
728
$227K 0.01%
+627
729
$226K 0.01%
+1,488
730
$226K 0.01%
5,740
-21,273
731
$226K 0.01%
4,674
+118
732
$226K 0.01%
3,986
-157
733
$225K 0.01%
+4,568
734
$225K 0.01%
4,047
-307
735
$223K 0.01%
11,631
+685
736
$223K 0.01%
+3,242
737
$223K 0.01%
+7,847
738
$222K 0.01%
12,755
+5,311
739
$222K 0.01%
33,672
+7,706
740
$221K 0.01%
7,636
+107
741
$221K 0.01%
+13,968
742
$221K 0.01%
9,829
-411
743
$220K 0.01%
+3,443
744
$220K 0.01%
+5,237
745
$220K 0.01%
+7,426
746
$220K 0.01%
3,528
+1,419
747
$219K 0.01%
+1,763
748
$219K 0.01%
5,444
-3,150
749
$219K 0.01%
7,405
-196
750
$218K 0.01%
4,438
-1,762
28 29
30
31 32