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
551
$212K 0.02%
+3,113
552
$212K 0.02%
+1,511
553
$211K 0.02%
+6,953
554
$210K 0.02%
10,299
-970
555
$210K 0.02%
8,080
-1,454
556
$208K 0.02%
2,592
-61
557
$207K 0.02%
+2,872
558
$207K 0.02%
8,705
-2,435
559
$205K 0.02%
+6,001
560
$205K 0.02%
+6,750
561
$204K 0.02%
7,999
-2,257
562
$203K 0.02%
+1,021
563
$200K 0.02%
8,249
-497
564
$195K 0.02%
+14,831
565
$188K 0.02%
30,227
+7,526
566
$184K 0.02%
+12,117
567
$181K 0.02%
+2,188
568
$179K 0.02%
46,567
-7,881
569
$176K 0.02%
5,354
+1,039
570
$176K 0.02%
3,491
-1,856
571
$171K 0.02%
20,255
+3,874
572
$165K 0.02%
49,391
-6,328
573
$158K 0.02%
20,831
-41,494
574
$150K 0.02%
29,727
-1,305
575
$149K 0.02%
60,949
+45,847
21 22
23
24 25