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
$567M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.95M
3
+$4.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.23M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.12M

Top Sells

1
+$25.9M
2
+$7.08M
3
+$5.53M
4
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$2.42M
5
QLTB
ISHARES BAA BA RATED CORP BOND FUND
QLTB
+$2.3M

Sector Composition

1 Industrials 4.71%
2 Technology 4.61%
3 Healthcare 4.42%
4 Financials 3.8%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.29%
13,697
-56
52
$1.63M 0.29%
+34,671
53
$1.59M 0.28%
193,745
+95,520
54
$1.54M 0.27%
14,213
+2,783
55
$1.53M 0.27%
11,591
+1,831
56
$1.52M 0.27%
71,352
+10,729
57
$1.51M 0.27%
50,411
+15,083
58
$1.51M 0.27%
15,141
+1,037
59
$1.47M 0.26%
30,307
+12,758
60
$1.47M 0.26%
42,969
-495
61
$1.46M 0.26%
37,034
+2,999
62
$1.44M 0.25%
19,672
+661
63
$1.42M 0.25%
27,976
+3,875
64
$1.42M 0.25%
25,415
+21,200
65
$1.41M 0.25%
17,339
+1,025
66
$1.4M 0.25%
18,609
+7,280
67
$1.39M 0.25%
13,033
+885
68
$1.36M 0.24%
58,022
+5,606
69
$1.35M 0.24%
14,017
+416
70
$1.32M 0.23%
+48,639
71
$1.31M 0.23%
11,918
+437
72
$1.3M 0.23%
+15,835
73
$1.29M 0.23%
17,249
+3,425
74
$1.28M 0.23%
72,472
+9,853
75
$1.27M 0.22%
10,969
+2,040
1 2
3
4 5