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
901
$201K 0.01%
+1,046
902
$201K 0.01%
+2,352
903
$201K 0.01%
15,405
+1,169
904
$200K 0.01%
+5,168
905
$199K 0.01%
13,195
+1,349
906
$196K 0.01%
12,940
-919
907
$193K 0.01%
+11,932
908
$191K 0.01%
+12,000
909
$190K 0.01%
18,346
-1,367
910
$186K 0.01%
15,986
+2,106
911
$186K 0.01%
+11,138
912
$183K 0.01%
37,834
+596
913
$183K 0.01%
+10,244
914
$182K 0.01%
+18,264
915
$181K 0.01%
13,142
-1,840
916
$174K 0.01%
28,095
+5,454
917
$167K 0.01%
32,780
+5,492
918
$166K 0.01%
17,783
-5,722
919
$165K 0.01%
27
+1
920
$163K 0.01%
24,250
+2,483
921
$162K 0.01%
+10,495
922
$161K 0.01%
16,001
-1,302
923
$160K 0.01%
14,538
-177
924
$160K 0.01%
32,710
-46,692
925
$158K 0.01%
13,144
+731
35 36
37
38 39