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
26
$2.57M 0.45%
51,295
+2,713
27
$2.54M 0.45%
44,936
+12,932
28
$2.52M 0.44%
57,568
+26,570
29
$2.47M 0.44%
67,404
+14,967
30
$2.42M 0.43%
16,157
+3,954
31
$2.31M 0.41%
80,126
-1,236
32
$2.29M 0.4%
20,825
+4,888
33
$2.23M 0.39%
54,643
+16,919
34
$2.23M 0.39%
26,398
+914
35
$2.22M 0.39%
39,899
+10,688
36
$2.13M 0.38%
21,297
+1,503
37
$2.11M 0.37%
80,364
+32,076
38
$2.06M 0.36%
311,170
+164,496
39
$2.01M 0.36%
17,828
+1,496
40
$2M 0.35%
23,512
+2,201
41
$1.9M 0.34%
+57,362
42
$1.85M 0.33%
97,392
+7,945
43
$1.82M 0.32%
101,049
+7,724
44
$1.8M 0.32%
7,174
+2,069
45
$1.79M 0.32%
53,630
+15,966
46
$1.77M 0.31%
35,643
+12,178
47
$1.76M 0.31%
25,050
+7,440
48
$1.7M 0.3%
104,117
+16,030
49
$1.7M 0.3%
40,642
+22,127
50
$1.65M 0.29%
+157,280
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