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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
$1.76B
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$8.57M
3
+$6.38M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.21M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.13M

Top Sells

1
+$238M
2
+$16M
3
+$8.06M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.86M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.61M

Sector Composition

1 Healthcare 7.17%
2 Technology 6.56%
3 Industrials 4.6%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$255K 0.01%
6,274
+946
802
$255K 0.01%
17,520
+5,145
803
$255K 0.01%
+4,350
804
$255K 0.01%
28,890
-4,800
805
$255K 0.01%
5,809
-1,133
806
$254K 0.01%
3,391
+390
807
$254K 0.01%
7,171
-1,350
808
$254K 0.01%
51,904
+3,977
809
$253K 0.01%
3,283
-12
810
$253K 0.01%
9,740
-807
811
$253K 0.01%
+17,399
812
$253K 0.01%
4,122
-81
813
$252K 0.01%
10,739
+1,815
814
$251K 0.01%
+3,575
815
$251K 0.01%
11,916
+3,477
816
$250K 0.01%
4,663
-505
817
$249K 0.01%
+7,228
818
$248K 0.01%
3,450
+348
819
$248K 0.01%
14,576
+2,580
820
$248K 0.01%
+8,858
821
$248K 0.01%
13,148
+1,898
822
$245K 0.01%
+3,686
823
$244K 0.01%
+6,709
824
$244K 0.01%
5,325
+29
825
$243K 0.01%
6,124
+36
31 32
33
34 35