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
51
$2.23M 0.25%
19,338
+5,112
52
$2.2M 0.24%
15,881
+2,128
53
$2.16M 0.24%
19,900
-1,019
54
$2.13M 0.24%
20,674
+858
55
$2.08M 0.23%
41,183
+6,770
56
$2.08M 0.23%
112,065
+7,354
57
$2.04M 0.22%
138,850
-39,805
58
$2.04M 0.22%
22,157
+621
59
$2.03M 0.22%
106,996
+8,474
60
$2.03M 0.22%
23,354
+5,677
61
$2.01M 0.22%
186,644
+11,169
62
$2M 0.22%
28,895
+6,832
63
$1.96M 0.22%
+67,520
64
$1.87M 0.21%
37,058
+6,484
65
$1.84M 0.2%
+1,197,290
66
$1.76M 0.19%
10,989
+4,734
67
$1.73M 0.19%
+34,603
68
$1.73M 0.19%
15,686
+3,792
69
$1.72M 0.19%
13,081
+296
70
$1.71M 0.19%
102,073
+50,242
71
$1.69M 0.19%
16,832
+1,202
72
$1.62M 0.18%
19,384
+1,175
73
$1.61M 0.18%
33,212
+4,376
74
$1.61M 0.18%
14,464
+3,801
75
$1.6M 0.18%
51,660
-1,187
1 2
3
4 5