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
476
$275K 0.03%
20,114
-2,209
477
$272K 0.03%
3,511
+843
478
$271K 0.03%
2,678
+642
479
$270K 0.03%
3,392
-207
480
$269K 0.03%
2,826
-47
481
$269K 0.03%
14,898
-866
482
$268K 0.03%
+6,824
483
$268K 0.03%
2,431
-288
484
$268K 0.03%
5,686
-463
485
$267K 0.03%
8,330
+112
486
$267K 0.03%
+4,924
487
$265K 0.03%
9,152
-1,573
488
$264K 0.03%
+3,174
489
$264K 0.03%
10,978
-1,024
490
$264K 0.03%
+1,904
491
$263K 0.03%
9,778
+443
492
$262K 0.03%
4,516
-398
493
$262K 0.03%
4,308
+643
494
$262K 0.03%
+9,789
495
$262K 0.03%
+4,025
496
$261K 0.03%
2,947
+394
497
$260K 0.03%
312
-52
498
$259K 0.03%
9,099
-700
499
$258K 0.03%
6,127
-1,040
500
$258K 0.03%
10,391
-486
18 19
20
21 22