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
$567M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.95M
3
+$4.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.23M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.12M

Top Sells

1
+$25.9M
2
+$7.08M
3
+$5.53M
4
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$2.42M
5
QLTB
ISHARES BAA BA RATED CORP BOND FUND
QLTB
+$2.3M

Sector Composition

1 Industrials 4.71%
2 Technology 4.61%
3 Healthcare 4.42%
4 Financials 3.8%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$260K 0.05%
3,815
-3,526
377
$260K 0.05%
8,470
+854
378
$259K 0.05%
3,508
-754
379
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13,348
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380
$258K 0.05%
4,610
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381
$257K 0.05%
7,940
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382
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383
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8,300
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384
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385
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386
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3,276
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390
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391
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$249K 0.04%
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-38
396
$249K 0.04%
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397
$248K 0.04%
3,532
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398
$247K 0.04%
8,421
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399
$246K 0.04%
14,900
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400
$245K 0.04%
1,673
+38
14 15
16
17 18