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
451
$300K 0.03%
1,978
+288
452
$300K 0.03%
6,062
+669
453
$299K 0.03%
4,734
+220
454
$298K 0.03%
25,592
-242
455
$298K 0.03%
5,141
-52
456
$298K 0.03%
+8,839
457
$298K 0.03%
6,201
+527
458
$297K 0.03%
5,494
+467
459
$295K 0.03%
2,594
+636
460
$295K 0.03%
4,824
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461
$293K 0.03%
3,751
-598
462
$290K 0.03%
9,238
+281
463
$290K 0.03%
26,492
-5,891
464
$290K 0.03%
14,297
-2,541
465
$289K 0.03%
8,221
+1,266
466
$287K 0.03%
2,527
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467
$287K 0.03%
6,229
+727
468
$285K 0.03%
4,270
-24
469
$283K 0.03%
3,542
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470
$283K 0.03%
1,645
+186
471
$281K 0.03%
3,780
-2,894
472
$277K 0.03%
3,675
+29
473
$277K 0.03%
4,838
+360
474
$277K 0.03%
10,113
+927
475
$276K 0.03%
7,098
-490
17 18
19
20 21