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
351
$414K 0.05%
34,064
-6,037
352
$413K 0.05%
57,400
-98,654
353
$413K 0.05%
13,226
-1,758
354
$412K 0.05%
17,130
-495
355
$412K 0.05%
14,355
+213
356
$409K 0.05%
6,769
-116
357
$407K 0.04%
+12,304
358
$406K 0.04%
15,353
-2,826
359
$406K 0.04%
11,985
-3,841
360
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+5,112
361
$405K 0.04%
9,292
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362
$404K 0.04%
+18,074
363
$403K 0.04%
4,051
+391
364
$403K 0.04%
3,486
+309
365
$397K 0.04%
58,625
+28,983
366
$393K 0.04%
7,569
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367
$391K 0.04%
11,426
-431
368
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15,764
+2,508
369
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3,999
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370
$385K 0.04%
7,947
+27
371
$384K 0.04%
+10,746
372
$383K 0.04%
16,099
+1,956
373
$382K 0.04%
9,630
+417
374
$377K 0.04%
+8,455
375
$377K 0.04%
10,219
+899
13 14
15
16 17