FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.5M
3
+$18M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.95M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.03M

Top Sells

1
+$20M
2
+$8.98M
3
+$8.4M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.66M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.73M

Sector Composition

1 Technology 4.35%
2 Industrials 3.74%
3 Healthcare 3.12%
4 Financials 2.82%
5 Energy 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-1,313
477
– –
-8,971
478
– –
-11,066
479
– –
-1,558
480
– –
-14,621
481
– –
-10,488
482
– –
-13,914
483
– –
-995
484
– –
-6,129
485
– –
-4,834
486
– –
-14,168
487
– –
-11,237
488
– –
-4,642
489
– –
-11,572
490
– –
-2,494
491
– –
-9,969
492
– –
-15,911
493
– –
-32,590
494
– –
-5,867
16 17 18 19
20