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
251
$379K 0.08%
15,856
-568
252
$377K 0.08%
12,383
+985
253
$373K 0.08%
3,805
+164
254
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255
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16,888
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256
$364K 0.08%
7,993
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257
$359K 0.08%
8,613
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258
$359K 0.08%
19,800
+3,805
259
$356K 0.08%
11,352
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260
$353K 0.08%
4,310
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261
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9,856
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262
$351K 0.08%
3,116
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263
$350K 0.07%
34,768
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264
$346K 0.07%
8,442
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265
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266
$345K 0.07%
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13,550
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269
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6,377
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270
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271
$331K 0.07%
12,891
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272
$330K 0.07%
3,632
-44
273
$330K 0.07%
28,502
+710
274
$329K 0.07%
7,080
-287
275
$328K 0.07%
+11,317
9 10
11
12 13