FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+3.14%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$907M
AUM Growth
+$136M
(+18%)
Cap. Flow
+$122M
Cap. Flow
% of AUM
13.51%
Top 10 Holdings %
Top 10 Hldgs %
40.18%
Holding
701
New
111
Increased
315
Reduced
206
Closed
64
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$48.7M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$16.2M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$8.07M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$6.04M |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$4.74M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$37.3M |
| 2 |
Vanguard Total Bond Market
BND
|
+$7.61M |
| 3 |
ORAN
Orange
ORAN
|
+$4.68M |
| 4 |
Kroger
KR
|
+$4.61M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
+$3.39M |
Sector Composition
| 1 | Healthcare | 7.36% |
| 2 | Technology | 5.12% |
| 3 | Industrials | 4.86% |
| 4 | Consumer Discretionary | 3.07% |
| 5 | Financials | 2.52% |
