FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$13.7M
3
+$7.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.39M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.34M

Top Sells

1
+$14.8M
2
+$7.9M
3
+$7.27M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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830
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838
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839
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840
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841
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842
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843
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844
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845
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847
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849
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32 33
34
35 36