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
951
$98K 0.01%
12,007
+1,734
952
$88K 0.01%
10,746
+88
953
$83K ﹤0.01%
11,628
+1,007
954
$81K ﹤0.01%
33,373
+1,295
955
$75K ﹤0.01%
3,132
+402
956
$71K ﹤0.01%
270
+4
957
$68K ﹤0.01%
3,295
-180
958
$66K ﹤0.01%
1,651
+16
959
$61K ﹤0.01%
21,879
-692
960
$49K ﹤0.01%
17,533
-556
961
$49K ﹤0.01%
+10,831
962
$48K ﹤0.01%
72,094
+3,696
963
$46K ﹤0.01%
42,641
+4,296
964
$42K ﹤0.01%
17,475
+3,969
965
$42K ﹤0.01%
973
-45
966
– –
0
967
$37K ﹤0.01%
3,489
-76
968
$33K ﹤0.01%
22,272
-1,007
969
$17K ﹤0.01%
175
+132
970
$1K ﹤0.01%
17,176
-8,696
971
– –
-34,946
972
– –
-35,615
973
– –
-6,959
974
– –
-10,551
975
– –
-12,995
37 38
39
40 41