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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
1051
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-17,570
1052
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-43,949
1053
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-3,220
1054
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-19,625
1055
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-16,282
1056
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-10,996
1057
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-15,947
1058
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-13,304
1059
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-11,619
1060
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1061
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1062
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-14,487
1063
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-1,229
1064
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1065
– –
-6,238
1066
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-10,321
1067
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-1,746
1068
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1069
– –
-7,222
1070
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-33,541
1071
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1072
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1073
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1074
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1075
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-11,138
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