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
826
$243K 0.01%
+10,288
827
$243K 0.01%
3,667
+21
828
$242K 0.01%
+2,888
829
$242K 0.01%
7,531
-8,547
830
$242K 0.01%
+9,994
831
$241K 0.01%
4,442
-13,885
832
$240K 0.01%
4,719
+161
833
$240K 0.01%
4,082
-1,454
834
$240K 0.01%
4,486
+385
835
$239K 0.01%
+3,041
836
$238K 0.01%
3,394
-211
837
$237K 0.01%
+4,732
838
$236K 0.01%
558
-51
839
$236K 0.01%
+5,808
840
$236K 0.01%
5,283
-263
841
$236K 0.01%
2,536
-223
842
$236K 0.01%
+4,443
843
$235K 0.01%
3,949
-1,047
844
$235K 0.01%
10,091
+1,368
845
$234K 0.01%
+3,015
846
$234K 0.01%
4,382
+732
847
$233K 0.01%
+9,198
848
$233K 0.01%
+6,835
849
$233K 0.01%
7,750
+1,318
850
$232K 0.01%
3,238
+32
32 33
34
35 36