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
301
$476K 0.05%
9,063
+1,169
302
$476K 0.05%
14,799
-3,537
303
$475K 0.05%
4,254
+366
304
$473K 0.05%
1,575
-152
305
$471K 0.05%
10,600
-4,268
306
$469K 0.05%
3,471
-709
307
$468K 0.05%
4,462
+399
308
$468K 0.05%
4,097
-1,232
309
$464K 0.05%
+11,793
310
$464K 0.05%
3,920
+1,783
311
$462K 0.05%
3,285
+364
312
$462K 0.05%
17,308
+3,940
313
$459K 0.05%
19,792
-5,770
314
$459K 0.05%
+21,044
315
$458K 0.05%
29,729
+5,902
316
$458K 0.05%
+2,967
317
$454K 0.05%
12,204
+3,813
318
$454K 0.05%
6,023
+486
319
$451K 0.05%
+6,935
320
$451K 0.05%
41,657
+5,266
321
$450K 0.05%
19,186
-26,423
322
$448K 0.05%
10,811
+3,288
323
$448K 0.05%
+40,998
324
$448K 0.05%
6,325
-400
325
$446K 0.05%
+21,088
11 12
13
14 15