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
151
$1.7M 0.1%
35,925
-8,573
152
$1.7M 0.1%
6,754
+708
153
$1.68M 0.1%
18,531
+106
154
$1.67M 0.1%
138,136
+830
155
$1.67M 0.09%
58,499
-425
156
$1.66M 0.09%
47,644
+8,057
157
$1.65M 0.09%
14,201
-2,519
158
$1.65M 0.09%
17,770
-210
159
$1.63M 0.09%
44,563
+11,161
160
$1.63M 0.09%
15,571
+2,098
161
$1.62M 0.09%
44,533
+8,642
162
$1.62M 0.09%
47,264
-12,960
163
$1.61M 0.09%
10,183
+418
164
$1.59M 0.09%
15,657
-7,028
165
$1.59M 0.09%
31,644
-29,458
166
$1.59M 0.09%
15,046
+360
167
$1.56M 0.09%
3,179
+38
168
$1.55M 0.09%
52,344
-14,204
169
$1.54M 0.09%
30,587
-1,710
170
$1.53M 0.09%
20,607
-222
171
$1.52M 0.09%
87,061
+16,250
172
$1.52M 0.09%
51,648
-192
173
$1.52M 0.09%
18,020
+478
174
$1.51M 0.09%
10,984
-2,736
175
$1.51M 0.09%
+915,291
5 6
7
8 9