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
326
$259K 0.06%
4,911
+351
327
$258K 0.06%
8,458
-265
328
$258K 0.06%
+12,878
329
$257K 0.05%
14,965
+3,015
330
$257K 0.05%
2,241
-3
331
$253K 0.05%
3,220
+234
332
$253K 0.05%
+7,019
333
$252K 0.05%
3,795
+681
334
$252K 0.05%
4,767
+444
335
$251K 0.05%
14,155
-252
336
$248K 0.05%
3,550
+181
337
$247K 0.05%
1,853
+44
338
$245K 0.05%
3,268
+428
339
$245K 0.05%
21,803
+2,651
340
$244K 0.05%
15,756
+2,324
341
$244K 0.05%
2,513
-17
342
$243K 0.05%
5,956
+357
343
$242K 0.05%
3,970
+170
344
$241K 0.05%
6,016
+161
345
$241K 0.05%
+37,390
346
$241K 0.05%
11,801
-2
347
$240K 0.05%
7,438
-325
348
$239K 0.05%
2,403
+119
349
$236K 0.05%
1,915
-37
350
$235K 0.05%
+34,273
12 13
14
15 16