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
276
$324K 0.07%
5,192
-229
277
$323K 0.07%
6,337
+1,971
278
$320K 0.07%
1,736
+480
279
$318K 0.07%
7,716
+201
280
$315K 0.07%
5,496
-1,407
281
$315K 0.07%
3,940
-100
282
$314K 0.07%
+13,496
283
$314K 0.07%
7,374
+1,167
284
$314K 0.07%
7,599
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285
$314K 0.07%
+9,537
286
$312K 0.07%
5,586
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287
$308K 0.07%
5,343
+167
288
$308K 0.07%
8,536
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289
$308K 0.07%
+15,482
290
$307K 0.07%
7,562
-27,834
291
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3,338
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292
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293
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4,998
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294
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15,095
+1,185
295
$299K 0.06%
5,868
-2,485
296
$298K 0.06%
+4,055
297
$296K 0.06%
6,310
-118
298
$296K 0.06%
7,753
-695
299
$291K 0.06%
+12,746
300
$291K 0.06%
7,922
-918
10 11
12
13 14