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
751
$288K 0.02%
+5,078
752
$287K 0.02%
7,150
-78
753
$286K 0.02%
4,239
+147
754
$286K 0.02%
2,847
-17
755
$285K 0.02%
11,969
+798
756
$284K 0.02%
12,706
+2,139
757
$284K 0.02%
5,952
-1,643
758
$284K 0.02%
3,164
-42,722
759
$283K 0.02%
9,712
+1,027
760
$282K 0.02%
4,387
+623
761
$281K 0.02%
+7,863
762
$281K 0.02%
14,103
+644
763
$279K 0.02%
5,973
-11,046
764
$279K 0.02%
11,181
+1,871
765
$277K 0.02%
18,748
-1,796
766
$276K 0.02%
6,682
-2,224
767
$276K 0.02%
10,687
+2,287
768
$276K 0.02%
6,504
-42
769
$276K 0.02%
+3,169
770
$274K 0.02%
17,644
+778
771
$273K 0.02%
13,180
-472
772
$273K 0.02%
42,532
+9,341
773
$273K 0.02%
18,022
-3,641
774
$272K 0.02%
3,679
+353
775
$272K 0.02%
2,356
-974
29 30
31
32 33