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
$468M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.5M
3
+$18M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.13M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$5.16M

Top Sells

1
+$20M
2
+$8.98M
3
+$8.56M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.69M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.73M

Sector Composition

1 Technology 4.41%
2 Industrials 3.68%
3 Healthcare 3.12%
4 Financials 2.82%
5 Energy 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.27%
32,623
-1,351
52
$1.27M 0.27%
12,927
+1,578
53
$1.23M 0.26%
44,205
-683
54
$1.23M 0.26%
12,181
+348
55
$1.22M 0.26%
8,737
+4,629
56
$1.21M 0.26%
10,936
-2,639
57
$1.2M 0.26%
22,226
+12,313
58
$1.18M 0.25%
21,218
+9,661
59
$1.16M 0.25%
22,957
-9,982
60
$1.14M 0.24%
41,748
+12,848
61
$1.14M 0.24%
18,993
+2,121
62
$1.1M 0.24%
46,363
+26,819
63
$1.1M 0.24%
26,762
+2,248
64
$1.09M 0.23%
+42,292
65
$1.09M 0.23%
7,310
+2,012
66
$1.07M 0.23%
11,933
+813
67
$1.05M 0.22%
34,976
+410
68
$1.04M 0.22%
12,233
-1,583
69
$1.04M 0.22%
10,299
-2,701
70
$1.03M 0.22%
33,525
+1,281
71
$1.02M 0.22%
41,839
+5,013
72
$1.02M 0.22%
13,628
+2,148
73
$1M 0.21%
18,039
+1,467
74
$976K 0.21%
16,574
+1,422
75
$976K 0.21%
8,947
-184
1 2
3
4 5