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
401
$202K 0.04%
1,610
+103
402
$202K 0.04%
+7,388
403
$200K 0.04%
7,857
-582
404
$200K 0.04%
5,527
-179
405
$197K 0.04%
4,247
-901
406
$190K 0.04%
17,918
+489
407
$179K 0.04%
31,072
+3,940
408
$174K 0.04%
18,003
+2,235
409
$166K 0.04%
65,915
-170,197
410
$161K 0.03%
10,729
-7,084
411
$160K 0.03%
2,057
+243
412
$153K 0.03%
13,499
+210
413
$148K 0.03%
20,199
+2,417
414
$141K 0.03%
+13,106
415
$139K 0.03%
+10,894
416
$136K 0.03%
24,521
+103
417
$128K 0.03%
+11,060
418
$123K 0.03%
18,513
+2,358
419
$122K 0.03%
1,627
+44
420
$120K 0.03%
94,424
+11,671
421
$117K 0.03%
+4,121
422
$99K 0.02%
+10,820
423
$99K 0.02%
11,491
+60
424
$89K 0.02%
10,617
-624
425
$89K 0.02%
17,475
-2,353
15 16
17
18 19