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
376
$377K 0.04%
17,104
+3,064
377
$374K 0.04%
35,282
-10,397
378
$373K 0.04%
+3,371
379
$373K 0.04%
9,182
+3,178
380
$370K 0.04%
9,277
+344
381
$370K 0.04%
+8,253
382
$369K 0.04%
+10,796
383
$369K 0.04%
+15,611
384
$368K 0.04%
13,885
+445
385
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13,412
-744
386
$365K 0.04%
14,958
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387
$363K 0.04%
7,864
-446
388
$362K 0.04%
4,713
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389
$362K 0.04%
25,563
+3,279
390
$361K 0.04%
8,158
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391
$360K 0.04%
2,398
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392
$359K 0.04%
12,218
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393
$358K 0.04%
1,763
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394
$357K 0.04%
8,623
+2,877
395
$357K 0.04%
5,783
+273
396
$357K 0.04%
+2,951
397
$356K 0.04%
+13,622
398
$356K 0.04%
28,682
-8,258
399
$355K 0.04%
+2,533
400
$355K 0.04%
2,517
-9
14 15
16
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