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
576
$141K 0.02%
12,712
-82
577
$141K 0.02%
+13,874
578
$139K 0.02%
+2,461
579
$136K 0.02%
12,521
+1,339
580
$129K 0.01%
+18,874
581
$118K 0.01%
14,349
-834
582
$112K 0.01%
+6,111
583
$112K 0.01%
+10,896
584
$110K 0.01%
5,037
-2,068
585
$110K 0.01%
16,138
-2,774
586
$109K 0.01%
6,156
-1,529
587
$98K 0.01%
11,156
-2,164
588
$87K 0.01%
190
589
$84K 0.01%
13,573
+1,915
590
$83K 0.01%
+15,106
591
$77K 0.01%
12,585
-2,077
592
$77K 0.01%
35,507
+17,772
593
$74K 0.01%
2,605
+378
594
$68K 0.01%
90,119
-16,397
595
$67K 0.01%
756
+64
596
$54K 0.01%
1,977
-11
597
$51K 0.01%
13,584
-175
598
$47K 0.01%
11,958
+25
599
$23K ﹤0.01%
12,153
-2,180
600
$20K ﹤0.01%
17,596
+957
22 23
24
25 26