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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$221M
2
+$8.57M
3
+$6.38M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.21M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.13M

Top Sells

1
+$238M
2
+$16M
3
+$8.06M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.86M
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 4.6%
4 Consumer Discretionary 3.78%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-4,479
1027
– –
-4,154
1028
– –
-4,475
1029
– –
-5,746
1030
– –
-4,530
1031
– –
-170,838
1032
– –
-302,214
1033
– –
-6,389
1034
– –
-2,858
1035
– –
-5,703
1036
– –
-11,779
1037
– –
-3,310
1038
– –
-3,893
1039
– –
-11,481
1040
– –
-10,149
1041
– –
-35,459
1042
– –
-31,159
1043
– –
-13,876
1044
– –
-3,748
1045
– –
-15,645
1046
– –
-8,451
1047
– –
-38,977
1048
– –
-3,397
1049
– –
-5,458
1050
– –
-12,773
40 41
42
43 44