FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$6.42M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.93M
5
IYT icon
iShares US Transportation ETF
IYT
+$3.56M

Top Sells

1
+$22.7M
2
+$5.71M
3
+$3.55M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.45M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.33M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.56%
3 Financials 5.94%
4 Industrials 4.67%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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-8,916
727
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-697
728
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-4,060
729
– –
-87,040
730
– –
-2,120
731
– –
-11,816
732
– –
-3,278
733
– –
-3,394
734
– –
-1,571
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