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
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%
2,889
-480
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