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
776
$271K 0.02%
13,147
-20
777
$271K 0.02%
32,273
+4,570
778
$271K 0.02%
+9,968
779
$268K 0.02%
5,785
+673
780
$267K 0.02%
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781
$267K 0.02%
7,817
-60,137
782
$267K 0.02%
14,572
+2,725
783
$267K 0.02%
+20,278
784
$267K 0.02%
5,904
+420
785
$267K 0.02%
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786
$266K 0.02%
1,878
-1
787
$266K 0.02%
3,007
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788
$266K 0.02%
5,441
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789
$266K 0.02%
+22,169
790
$265K 0.02%
9,949
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791
$264K 0.02%
4,854
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$263K 0.02%
3,517
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793
$263K 0.02%
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794
$262K 0.01%
39,781
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795
$262K 0.01%
5,414
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796
$260K 0.01%
14,215
-5,263
797
$259K 0.01%
2,370
+8
798
$258K 0.01%
1,891
+197
799
$256K 0.01%
23,657
-1,960
800
$256K 0.01%
3,466
-502
30 31
32
33 34