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
126
$1.88M 0.11%
14,549
+83
127
$1.87M 0.11%
21,143
+5,434
128
$1.87M 0.11%
76,934
+9,655
129
$1.86M 0.11%
11,975
+775
130
$1.86M 0.11%
15,818
-1,167
131
$1.86M 0.11%
992
+204
132
$1.84M 0.1%
75,110
+14,780
133
$1.83M 0.1%
62,392
+324
134
$1.82M 0.1%
29,110
+2,877
135
$1.81M 0.1%
19,316
+4,480
136
$1.81M 0.1%
17,019
+7,478
137
$1.8M 0.1%
31,185
-2,787
138
$1.8M 0.1%
36,459
+229
139
$1.8M 0.1%
32,585
+536
140
$1.79M 0.1%
29,302
+1,370
141
$1.78M 0.1%
50,984
+1,259
142
$1.78M 0.1%
24,530
+4,928
143
$1.77M 0.1%
7,291
+232
144
$1.76M 0.1%
11,609
+1,260
145
$1.76M 0.1%
11,400
+1,461
146
$1.74M 0.1%
123,340
-8,380
147
$1.73M 0.1%
40,397
+1,002
148
$1.72M 0.1%
25,460
+702
149
$1.71M 0.1%
28,746
+3,816
150
$1.71M 0.1%
9,286
+380
4 5
6
7 8