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
351
$235K 0.05%
9,387
-3,248
352
$235K 0.05%
3,418
-3,980
353
$234K 0.05%
4,132
+514
354
$232K 0.05%
+8,962
355
$232K 0.05%
15,124
+2,203
356
$231K 0.05%
2,590
+53
357
$231K 0.05%
2,173
-19
358
$230K 0.05%
2,314
+90
359
$230K 0.05%
3,254
-26
360
$230K 0.05%
+4,107
361
$230K 0.05%
9,476
+160
362
$229K 0.05%
7,415
-126
363
$229K 0.05%
5,962
-31
364
$228K 0.05%
6,303
+712
365
$227K 0.05%
2,031
-67
366
$226K 0.05%
3,805
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367
$226K 0.05%
7,296
+368
368
$225K 0.05%
10,236
-122
369
$225K 0.05%
3,691
+77
370
$225K 0.05%
+5,038
371
$225K 0.05%
+2,168
372
$224K 0.05%
3,928
-114
373
$224K 0.05%
+572
374
$224K 0.05%
+2,940
375
$223K 0.05%
+3,947
13 14
15
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