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
26
$5.3M 0.58%
153,306
+61,242
27
$5.28M 0.58%
682,700
+424,914
28
$5.23M 0.58%
208,068
+42,432
29
$4.6M 0.51%
137,814
+54,812
30
$4.47M 0.49%
18,969
+7,306
31
$4.17M 0.46%
85,719
+3,580
32
$3.77M 0.42%
449,124
+112,281
33
$3.62M 0.4%
67,397
-17,043
34
$3.35M 0.37%
77,900
+19,427
35
$3.16M 0.35%
157,265
-45,166
36
$3.07M 0.34%
36,826
-91,324
37
$2.77M 0.31%
9,325
+76
38
$2.68M 0.3%
70,177
+101
39
$2.67M 0.29%
55,910
-14,771
40
$2.65M 0.29%
61,075
-17,588
41
$2.63M 0.29%
23,499
+5,221
42
$2.63M 0.29%
+76,789
43
$2.57M 0.28%
19,670
+8,739
44
$2.56M 0.28%
160,976
+35,339
45
$2.52M 0.28%
54,066
-12,758
46
$2.5M 0.28%
45,238
+30,436
47
$2.49M 0.28%
84,612
-4,944
48
$2.37M 0.26%
21,896
+4,810
49
$2.25M 0.25%
56,153
+5,556
50
$2.25M 0.25%
22,933
+6,391
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