We are live on ! Find out more
FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$8.16M
2
+$6.98M
3
+$4.69M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.17M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.18M

Top Sells

1
+$25.9M
2
+$7.09M
3
+$5.64M
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 4.8%
2 Technology 4.52%
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
526
– –
-4,239
527
– –
-116,680
528
– –
-19,358
529
– –
-16,137
530
– –
-9,608
531
– –
-42,345
532
– –
-45,673
533
– –
-64,742
534
– –
-7,114
535
– –
-4,786
536
– –
-17,051
537
– –
-12,710
538
– –
-14,184
539
– –
-14,674
540
– –
-956
541
– –
-10,891
542
– –
-53,686
543
– –
-5,555
544
– –
-35,136
545
– –
-15,288
546
– –
-1,030
547
– –
-61,107
548
– –
-24,647
549
– –
-31,130
550
– –
-33,034
18 19 20 21
22