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
101
$2.27M 0.13%
18,301
+2,987
102
$2.24M 0.13%
15,359
-189
103
$2.23M 0.13%
36,450
+29,953
104
$2.22M 0.13%
44,227
+4,091
105
$2.21M 0.13%
17,893
-1,032
106
$2.2M 0.13%
27,336
-9,256
107
$2.19M 0.12%
+72,407
108
$2.19M 0.12%
17,821
-1,132
109
$2.15M 0.12%
11,931
-2,766
110
$2.12M 0.12%
17,802
+190
111
$2.09M 0.12%
+45,004
112
$2.09M 0.12%
43,266
-302
113
$2.05M 0.12%
+51,702
114
$2.05M 0.12%
164,430
+15,340
115
$2.03M 0.12%
22,903
-2,044
116
$1.97M 0.11%
34,193
-2,710
117
$1.97M 0.11%
21,915
+680
118
$1.96M 0.11%
21,483
-5,148
119
$1.95M 0.11%
79,993
+5,004
120
$1.95M 0.11%
52,388
+3,239
121
$1.92M 0.11%
42,955
+34,940
122
$1.92M 0.11%
16,318
+2,417
123
$1.9M 0.11%
75,202
+4,284
124
$1.9M 0.11%
57,606
+7,584
125
$1.89M 0.11%
101,287
+17,969
3 4
5
6 7