FIM

Freedom Investment Management Portfolio holdings

AUM $378M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
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
426
$328K 0.04%
5,292
-283
427
$326K 0.04%
8,088
+224
428
$325K 0.04%
3,852
+615
429
$324K 0.04%
+7,042
430
$322K 0.04%
7,935
-46
431
$322K 0.04%
50,743
-8,608
432
$320K 0.04%
6,102
+18
433
$319K 0.04%
7,179
-76,286
434
$319K 0.04%
9,374
-1,568
435
$318K 0.04%
2,993
+258
436
$317K 0.04%
5,210
-975
437
$317K 0.04%
7,556
+202
438
$316K 0.03%
5,822
+86
439
$315K 0.03%
13,058
-334
440
$314K 0.03%
8,027
+910
441
$313K 0.03%
8,880
-2,625
442
$312K 0.03%
5,544
+217
443
$310K 0.03%
+14,313
444
$309K 0.03%
+7,749
445
$307K 0.03%
+6,286
446
$307K 0.03%
+4,328
447
$306K 0.03%
4,903
+140
448
$305K 0.03%
+10,385
449
$304K 0.03%
+4,205
450
$304K 0.03%
4,407
+238
16 17
18
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