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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
651
– –
-4,054
652
– –
-4,456
653
– –
-14,840
654
– –
-66,510
655
– –
-25,843
656
– –
-30,020
657
– –
-15,658
658
– –
-6,903
659
– –
-12,716
660
– –
-12,170
661
– –
-2,706
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