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
526
$233K 0.03%
3,529
-91
527
$230K 0.03%
+4,859
528
$229K 0.03%
4,702
+249
529
$228K 0.03%
9,078
-2,654
530
$227K 0.03%
+4,393
531
$226K 0.02%
+14,131
532
$226K 0.02%
4,793
-28
533
$225K 0.02%
5,596
-62
534
$225K 0.02%
+3,262
535
$224K 0.02%
6,977
+834
536
$222K 0.02%
4,339
-771
537
$222K 0.02%
9,308
-2,664
538
$220K 0.02%
23,021
+1,928
539
$219K 0.02%
2,084
+36
540
$219K 0.02%
18,073
+1,683
541
$218K 0.02%
+9,594
542
$217K 0.02%
8,640
+1,101
543
$217K 0.02%
+2,714
544
$217K 0.02%
+7,253
545
$216K 0.02%
+1,608
546
$216K 0.02%
746
+102
547
$214K 0.02%
+8,964
548
$214K 0.02%
6,106
+116
549
$214K 0.02%
+6,851
550
$213K 0.02%
+3,357
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