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
76
$967K 0.21%
16,317
+8,912
77
$944K 0.2%
13,438
+1,811
78
$942K 0.2%
36,057
-4,950
79
$934K 0.2%
27,461
+7,421
80
$919K 0.2%
52,246
+6,270
81
$918K 0.2%
25,580
+15,578
82
$914K 0.2%
22,331
+1,093
83
$882K 0.19%
21,925
+2,802
84
$882K 0.19%
3,491
+2,078
85
$880K 0.19%
5,356
-106
86
$875K 0.19%
17,970
+10,151
87
$874K 0.19%
39,729
+4,898
88
$871K 0.19%
+18,007
89
$852K 0.18%
28,258
+3,470
90
$850K 0.18%
34,052
-1,848
91
$841K 0.18%
10,665
+3,529
92
$840K 0.18%
25,584
+15,812
93
$838K 0.18%
13,964
+4,576
94
$830K 0.18%
29,996
-40,701
95
$828K 0.18%
9,382
-1,823
96
$824K 0.18%
8,780
+3,038
97
$824K 0.18%
11,961
+7,297
98
$822K 0.18%
23,216
+5,793
99
$820K 0.18%
9,056
+285
100
$810K 0.17%
37,516
-2,032
2 3
4
5 6