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
501
$257K 0.03%
+5,886
502
$257K 0.03%
4,619
-5,392
503
$256K 0.03%
5,098
+300
504
$255K 0.03%
+5,589
505
$255K 0.03%
+6,158
506
$254K 0.03%
5,078
+213
507
$252K 0.03%
2,071
+41
508
$252K 0.03%
12,441
+543
509
$251K 0.03%
4,529
+550
510
$250K 0.03%
3,950
+266
511
$250K 0.03%
21,078
-78
512
$249K 0.03%
6,873
+194
513
$248K 0.03%
4,822
-58,878
514
$248K 0.03%
15,713
-698
515
$247K 0.03%
12,037
-116
516
$244K 0.03%
11,026
-3,328
517
$244K 0.03%
29,810
+4,718
518
$243K 0.03%
7,768
-82
519
$243K 0.03%
2,881
+112
520
$240K 0.03%
+7,092
521
$240K 0.03%
5,066
-78
522
$237K 0.03%
18,388
+2,989
523
$234K 0.03%
+3,801
524
$234K 0.03%
+12,333
525
$233K 0.03%
+341
19 20
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