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
751
$218K 0.01%
16,847
+2,706
752
$218K 0.01%
+9,404
753
$217K 0.01%
15,683
+548
754
$217K 0.01%
+4,551
755
$217K 0.01%
+4,008
756
$216K 0.01%
1,899
+26
757
$216K 0.01%
+4,087
758
$216K 0.01%
963
-98
759
$215K 0.01%
+8,470
760
$214K 0.01%
14,442
+1,601
761
$213K 0.01%
+6,653
762
$213K 0.01%
+7,737
763
$213K 0.01%
+4,639
764
$212K 0.01%
27,297
+560
765
$212K 0.01%
+6,713
766
$211K 0.01%
+5,416
767
$211K 0.01%
+4,475
768
$211K 0.01%
+2,497
769
$210K 0.01%
25,901
+1,625
770
$210K 0.01%
3,397
-1,152
771
$209K 0.01%
+12,156
772
$208K 0.01%
50,040
-883
773
$208K 0.01%
+6,095
774
$208K 0.01%
+4,019
775
$207K 0.01%
+6,894
29 30
31
32 33