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
851
$230K 0.01%
2,245
-210
852
$230K 0.01%
2,005
-1,092
853
$229K 0.01%
2,827
-405
854
$229K 0.01%
+7,045
855
$229K 0.01%
3,921
+25
856
$228K 0.01%
+7,654
857
$226K 0.01%
5,921
-472
858
$226K 0.01%
+6,977
859
$226K 0.01%
1,783
-161
860
$225K 0.01%
15,138
+2,790
861
$225K 0.01%
7,096
-2,067
862
$223K 0.01%
2,764
-295
863
$222K 0.01%
+6,059
864
$222K 0.01%
+20,856
865
$221K 0.01%
+7,839
866
$221K 0.01%
1,676
+233
867
$221K 0.01%
+4,538
868
$220K 0.01%
+10,131
869
$220K 0.01%
5,691
-1,494
870
$220K 0.01%
226
+7
871
$219K 0.01%
12,582
-1,133
872
$219K 0.01%
+2,777
873
$219K 0.01%
20,062
+1,190
874
$217K 0.01%
+11,599
875
$217K 0.01%
5,130
+11
33 34
35
36 37