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
$468M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.5M
3
+$18M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.13M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.16M

Top Sells

1
+$20M
2
+$8.98M
3
+$8.56M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.69M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.73M

Sector Composition

1 Technology 4.41%
2 Industrials 3.68%
3 Healthcare 3.12%
4 Financials 2.82%
5 Energy 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$424K 0.09%
24,448
+1,355
227
$423K 0.09%
27,367
+14,179
228
$420K 0.09%
9,190
+2,601
229
$418K 0.09%
4,646
+396
230
$413K 0.09%
+48,213
231
$410K 0.09%
17,110
-465
232
$410K 0.09%
5,872
-810
233
$409K 0.09%
29,313
+15
234
$407K 0.09%
+48,595
235
$404K 0.09%
3,255
-73
236
$398K 0.09%
4,091
+1,185
237
$394K 0.08%
10,778
+576
238
$394K 0.08%
3,727
+2,082
239
$393K 0.08%
3,463
-30
240
$392K 0.08%
6,666
+89
241
$392K 0.08%
3,615
+450
242
$392K 0.08%
+15,059
243
$391K 0.08%
+3,132
244
$391K 0.08%
12,190
+4,069
245
$390K 0.08%
3,433
+407
246
$389K 0.08%
17,118
+363
247
$388K 0.08%
7,721
+588
248
$385K 0.08%
11,424
+2,962
249
$381K 0.08%
16,149
+2,332
250
$380K 0.08%
8,173
-1,316
8 9
10
11 12