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
726
$309K 0.02%
+9,421
727
$307K 0.02%
7,383
+1,872
728
$307K 0.02%
+8,983
729
$307K 0.02%
10,332
+1,111
730
$306K 0.02%
6,737
-517
731
$305K 0.02%
+7,713
732
$302K 0.02%
6,434
-1,467
733
$301K 0.02%
2,804
-278
734
$301K 0.02%
12,054
+450
735
$301K 0.02%
+15,229
736
$300K 0.02%
10,278
-203
737
$300K 0.02%
+4,518
738
$299K 0.02%
7,831
+311
739
$298K 0.02%
4,600
+100
740
$298K 0.02%
7,315
-521
741
$297K 0.02%
2,203
+295
742
$296K 0.02%
+26,777
743
$294K 0.02%
13,672
+499
744
$294K 0.02%
7,425
+129
745
$294K 0.02%
20,339
+4,534
746
$294K 0.02%
28,979
-13,474
747
$293K 0.02%
3,703
-6,293
748
$291K 0.02%
+10,110
749
$291K 0.02%
2,899
+547
750
$289K 0.02%
15,587
+3,469
28 29
30
31 32