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
76
$2.72M 0.16%
40,657
-326
77
$2.69M 0.15%
18,288
+2,361
78
$2.54M 0.14%
50,342
-904
79
$2.54M 0.14%
24,669
-1,199
80
$2.54M 0.14%
72,364
+41,392
81
$2.53M 0.14%
31,295
-1,666
82
$2.51M 0.14%
71,880
+12,115
83
$2.49M 0.14%
19,811
+135
84
$2.42M 0.14%
47,530
+13,948
85
$2.42M 0.14%
138,612
-8,896
86
$2.41M 0.14%
+184,824
87
$2.41M 0.14%
13,825
+220
88
$2.38M 0.14%
24,630
-5,262
89
$2.38M 0.14%
13,623
+1,466
90
$2.34M 0.13%
16,877
+1,575
91
$2.34M 0.13%
94,843
+7,261
92
$2.33M 0.13%
51,320
-1,240
93
$2.31M 0.13%
75,302
+5,251
94
$2.31M 0.13%
30,096
+2,381
95
$2.31M 0.13%
30,032
+15,740
96
$2.31M 0.13%
15,296
+2,251
97
$2.31M 0.13%
49,676
+2,978
98
$2.31M 0.13%
90,823
+6,802
99
$2.28M 0.13%
88,492
+6,477
100
$2.27M 0.13%
9,452
+247
2 3
4
5 6