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
301
$291K 0.06%
426
-461
302
$290K 0.06%
+12,815
303
$289K 0.06%
9,966
+1,103
304
$287K 0.06%
+5,220
305
$286K 0.06%
+21,441
306
$286K 0.06%
+20,051
307
$286K 0.06%
4,945
+295
308
$285K 0.06%
6,100
-186
309
$285K 0.06%
+30,864
310
$283K 0.06%
6,431
-1,370
311
$283K 0.06%
+9,849
312
$276K 0.06%
20,254
+3,882
313
$276K 0.06%
9,263
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314
$275K 0.06%
4,298
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315
$274K 0.06%
11,150
-285
316
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317
$273K 0.06%
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318
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9,097
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320
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+8,182
321
$269K 0.06%
12,158
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322
$266K 0.06%
3,731
-1,082
323
$266K 0.06%
6,314
+229
324
$264K 0.06%
4,319
-3
325
$263K 0.06%
24,095
-513
11 12
13
14 15