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
201
$1.35M 0.08%
13,468
+2,181
202
$1.34M 0.08%
15,910
+3,175
203
$1.34M 0.08%
23,515
+3,179
204
$1.34M 0.08%
14,509
+272
205
$1.33M 0.08%
94,707
+5,078
206
$1.32M 0.08%
12,031
+528
207
$1.32M 0.08%
20,436
-3,202
208
$1.32M 0.08%
43,065
+12,471
209
$1.31M 0.07%
106,163
-15,691
210
$1.3M 0.07%
21,518
+846
211
$1.3M 0.07%
38,382
+271
212
$1.3M 0.07%
29,013
-6,682
213
$1.3M 0.07%
13,280
+2,327
214
$1.3M 0.07%
16,384
-76,908
215
$1.3M 0.07%
12,528
-241
216
$1.29M 0.07%
16,216
+1,579
217
$1.29M 0.07%
921
-63
218
$1.27M 0.07%
33,391
+5,091
219
$1.27M 0.07%
66,563
-16,462
220
$1.27M 0.07%
32,628
-280
221
$1.27M 0.07%
14,450
+3,282
222
$1.26M 0.07%
12,247
-899
223
$1.25M 0.07%
39,298
-11,788
224
$1.25M 0.07%
19,591
-913
225
$1.25M 0.07%
24,687
+2,965
7 8
9
10 11