FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
State Street Energy Select Sector SPDR ETF
XLE
+$4.07M

Top Sells

1
+$241M
2
+$16.2M
3
+$8.06M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.09M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.61M

Sector Composition

1 Healthcare 7.17%
2 Technology 6.56%
3 Industrials 4.58%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$217K 0.01%
12,774
+515
877
$216K 0.01%
379
-564
878
$215K 0.01%
12,412
+2,032
879
$215K 0.01%
16,693
-2,080
880
$213K 0.01%
1,831
-128
881
$213K 0.01%
9,120
-6,932
882
$212K 0.01%
9,883
-16,734
883
$211K 0.01%
9,503
-2,393
884
$211K 0.01%
2,895
-10
885
$210K 0.01%
15,848
+1
886
$210K 0.01%
26,679
+16,069
887
$210K 0.01%
+3,270
888
$210K 0.01%
+2,881
889
$209K 0.01%
14,321
+738
890
$209K 0.01%
+8,977
891
$209K 0.01%
14,269
+2,689
892
$209K 0.01%
+6,990
893
$207K 0.01%
+2,975
894
$206K 0.01%
5,740
-10,002
895
$205K 0.01%
+4,717
896
$205K 0.01%
4,186
-6,260
897
$205K 0.01%
2,726
-237
898
$204K 0.01%
+5,251
899
$204K 0.01%
+3,960
900
$202K 0.01%
6,012
-859
34 35
36
37 38