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
$1.56B
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$28.2M
3
+$27.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.54M

Top Sells

1
+$67.7M
2
+$66.4M
3
+$4.62M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.6M
5
KR icon
Kroger
KR
+$1.47M

Sector Composition

1 Healthcare 8.05%
2 Technology 4.84%
3 Industrials 3.4%
4 Communication Services 2.49%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-13,507
852
– –
-21,731
853
– –
-3,594
854
– –
-4,703
855
– –
-17,712
856
– –
-16,545
857
– –
-5,548
858
– –
-12,192
859
– –
-6,276
860
– –
-112,070
861
– –
-24,717
862
– –
-9,705
863
– –
-13,586
864
– –
-11,087
865
– –
-11,055
866
– –
-1,721
867
– –
-17,642
868
– –
-93,188
869
– –
-8,817
870
– –
-8,386
871
– –
-11,235
872
– –
-15,195
873
– –
-40,037
874
– –
-10,476
875
– –
-1,663
33 34
35
36 37