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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
$1.31B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$13.7M
3
+$7.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.39M
5
BBCB icon
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
+$3.34M

Top Sells

1
+$14.8M
2
+$7.9M
3
+$7.27M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.13M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.04M

Sector Composition

1 Technology 14.61%
2 Healthcare 8.93%
3 Financials 6.33%
4 Consumer Discretionary 5.88%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41M 3.13%
283,773
+1,413
2
$23.4M 1.79%
316,366
+197,102
3
$22.1M 1.69%
411,092
-98,908
4
$21.8M 1.66%
+243,204
5
$20.6M 1.58%
311,755
-4,133
6
$20.6M 1.57%
224,929
-2,436
7
$18.2M 1.39%
203,881
-5,283
8
$18M 1.38%
127,402
-8,318
9
$16.7M 1.27%
190,513
+3,623
10
$14.3M 1.09%
238,563
-11,442
11
$13.7M 1.05%
247,091
+59,421
12
$13M 0.99%
236,092
+6,615
13
$12.6M 0.96%
538,264
-23,592
14
$12.5M 0.96%
123,073
-74,473
15
$11.8M 0.9%
143,748
-1,424
16
$10.2M 0.78%
86,240
-59,396
17
$9.38M 0.72%
184,509
+7,387
18
$9.3M 0.71%
15,296
+1,850
19
$9.02M 0.69%
169,210
+4,545
20
$8.59M 0.66%
408,108
-91,387
21
$8.49M 0.65%
66,510
+12,003
22
$8.47M 0.65%
74,811
-1,464
23
$8.14M 0.62%
23,994
-602
24
$8.05M 0.61%
291,835
+9,996
25
$7.92M 0.61%
22,778
+2,492
1
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