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
$567M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.95M
3
+$4.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.23M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.12M

Top Sells

1
+$25.9M
2
+$7.08M
3
+$5.53M
4
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$2.42M
5
QLTB
ISHARES BAA BA RATED CORP BOND FUND
QLTB
+$2.3M

Sector Composition

1 Industrials 4.71%
2 Technology 4.61%
3 Healthcare 4.42%
4 Financials 3.8%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$393K 0.07%
7,633
-80
277
$392K 0.07%
7,293
+755
278
$388K 0.07%
17,919
+1,095
279
$384K 0.07%
15,830
+406
280
$383K 0.07%
3,285
+23
281
$382K 0.07%
6,974
+733
282
$381K 0.07%
9,424
-1,391
283
$378K 0.07%
2,083
+496
284
$378K 0.07%
3,812
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285
$376K 0.07%
33,340
+284
286
$375K 0.07%
+23,746
287
$375K 0.07%
6,693
+148
288
$372K 0.07%
6,182
+460
289
$370K 0.07%
42,550
+4,850
290
$370K 0.07%
6,647
+317
291
$363K 0.06%
4,303
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292
$362K 0.06%
4,099
+124
293
$358K 0.06%
12,555
+1,107
294
$358K 0.06%
9,482
+182
295
$358K 0.06%
9,896
+201
296
$357K 0.06%
10,852
-4,685
297
$355K 0.06%
14,928
-11,346
298
$354K 0.06%
15,187
+629
299
$353K 0.06%
4,311
+865
300
$353K 0.06%
4,237
-34
10 11
12
13 14