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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
1076
– –
-12,837
1077
$0 ﹤0.01%
10,026
-916
1078
– –
-15,553
1079
– –
-33,320
1080
– –
-24,360
1081
– –
-22,269
1082
– –
-5,638
1083
– –
-8,952
1084
– –
-4,427
1085
– –
-4,003
1086
– –
-10,780
1087
– –
-4,248
1088
– –
-27,164
1089
– –
-41,470
1090
– –
-2,509
1091
– –
-4,887
1092
– –
-5,057
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