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
$907M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$15.7M
3
+$8.13M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$6.02M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$4.73M

Top Sells

1
+$37.3M
2
+$7.59M
3
+$4.68M
4
KR icon
Kroger
KR
+$4.29M
5
YHOO
Yahoo Inc
YHOO
+$3.45M

Sector Composition

1 Healthcare 7.36%
2 Technology 5.07%
3 Industrials 4.91%
4 Consumer Discretionary 3.07%
5 Financials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9K ﹤0.01%
15,000
602
– –
-35,888
603
– –
-6,053
604
– –
-3,561
605
– –
-9,418
606
– –
-7,220
607
– –
-3,673
608
– –
-51,024
609
– –
-23,911
610
– –
-36,871
611
– –
-26,733
612
– –
-105,391
613
– –
-49,503
614
– –
-35,645
615
– –
-6,702
616
– –
-2,639
617
– –
-48,720
618
– –
-16,592
619
– –
-5,180
620
– –
-8,578
621
– –
-11,430
622
– –
-101,605
623
– –
-10,157
624
– –
-44,434
625
– –
-9,254
23 24
25
26 27