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
401
$353K 0.04%
2,520
+436
402
$352K 0.04%
+4,556
403
$352K 0.04%
15,475
+2,494
404
$351K 0.04%
14,622
+427
405
$351K 0.04%
11,871
+42
406
$350K 0.04%
13,209
-11,493
407
$348K 0.04%
+6,041
408
$347K 0.04%
+4,520
409
$346K 0.04%
+4,220
410
$346K 0.04%
11,924
-1,034
411
$346K 0.04%
10,604
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412
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+4,784
413
$343K 0.04%
14,634
-748
414
$342K 0.04%
+10,942
415
$341K 0.04%
+18,133
416
$339K 0.04%
3,570
+171
417
$338K 0.04%
+12,145
418
$338K 0.04%
+30,372
419
$338K 0.04%
125,129
-35,846
420
$334K 0.04%
18,300
421
$333K 0.04%
6,606
+338
422
$333K 0.04%
5,220
-259
423
$331K 0.04%
13,324
+5,164
424
$331K 0.04%
+3,974
425
$330K 0.04%
7,548
-261
15 16
17
18 19