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
426
$224K 0.04%
8,157
+252
427
$224K 0.04%
5,258
+362
428
$222K 0.04%
10,979
-1,581
429
$222K 0.04%
12,320
+1,094
430
$220K 0.04%
+2,294
431
$220K 0.04%
7,016
+70
432
$220K 0.04%
+12,988
433
$219K 0.04%
16,521
+648
434
$219K 0.04%
3,036
+273
435
$217K 0.04%
4,878
+476
436
$216K 0.04%
9,821
+1,230
437
$212K 0.04%
3,407
-27
438
$212K 0.04%
4,620
+186
439
$212K 0.04%
+3,752
440
$211K 0.04%
1,681
-164
441
$210K 0.04%
9,932
+409
442
$209K 0.04%
+7,192
443
$209K 0.04%
5,534
-1,476
444
$207K 0.04%
9,406
+355
445
$206K 0.04%
+8,469
446
$206K 0.04%
4,792
+114
447
$205K 0.04%
50,542
-901
448
$203K 0.04%
3,934
-448
449
$202K 0.04%
8,920
+735
450
$201K 0.04%
4,502
-1,596
16 17
18
19 20