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
$907M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$16.2M
3
+$8.07M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$6.04M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$4.74M

Top Sells

1
+$37.3M
2
+$7.61M
3
+$4.68M
4
KR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$515K 0.06%
8,168
+719
277
$514K 0.06%
12,582
+807
278
$512K 0.06%
7,739
+451
279
$512K 0.06%
54,206
+26,669
280
$509K 0.06%
21,242
+584
281
$509K 0.06%
4,598
+17
282
$508K 0.06%
16,289
+6,970
283
$505K 0.06%
+27,891
284
$505K 0.06%
+31,541
285
$501K 0.06%
151,340
-16,663
286
$500K 0.06%
26,886
-7,724
287
$495K 0.05%
11,544
+588
288
$494K 0.05%
4,995
-2,926
289
$494K 0.05%
13,237
-2,661
290
$492K 0.05%
4,124
+1,894
291
$488K 0.05%
+6,925
292
$488K 0.05%
8,493
-2,082
293
$487K 0.05%
13,746
+2,533
294
$485K 0.05%
9,052
-304
295
$484K 0.05%
10,994
-1,142
296
$483K 0.05%
21,140
+617
297
$482K 0.05%
117,461
-33,981
298
$482K 0.05%
25,143
-7,255
299
$481K 0.05%
18,820
+1,710
300
$480K 0.05%
5,479
+1,428
10 11
12
13 14