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
376
$223K 0.05%
3,494
+101
377
$223K 0.05%
+14,862
378
$223K 0.05%
3,807
-664
379
$221K 0.05%
39,796
+15,319
380
$221K 0.05%
+4,245
381
$220K 0.05%
4,349
-141
382
$218K 0.05%
2,066
+21
383
$218K 0.05%
10,324
-135
384
$217K 0.05%
+14,791
385
$217K 0.05%
+2,717
386
$216K 0.05%
+9,280
387
$216K 0.05%
+8,363
388
$214K 0.05%
8,435
-4,662
389
$213K 0.05%
4,682
+205
390
$213K 0.05%
14,287
+1,265
391
$213K 0.05%
2,011
-611
392
$213K 0.05%
+8,905
393
$213K 0.05%
13,338
+342
394
$212K 0.05%
4,446
+224
395
$210K 0.04%
4,019
+172
396
$208K 0.04%
602
+66
397
$205K 0.04%
13,140
-5,174
398
$205K 0.04%
+2,521
399
$204K 0.04%
16,457
+2,245
400
$204K 0.04%
+4,929
14 15
16
17 18