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
76
$1.6M 0.18%
14,836
+718
77
$1.59M 0.18%
18,423
+632
78
$1.58M 0.17%
15,104
+338
79
$1.52M 0.17%
59,569
+15,843
80
$1.52M 0.17%
133,040
+31,015
81
$1.52M 0.17%
23,528
+11,614
82
$1.49M 0.16%
81,565
+3,319
83
$1.47M 0.16%
11,828
+5,840
84
$1.44M 0.16%
14,887
+3,874
85
$1.43M 0.16%
19,668
+16,009
86
$1.4M 0.15%
28,427
-1,416
87
$1.39M 0.15%
60,637
+8,549
88
$1.39M 0.15%
28,466
+7,604
89
$1.38M 0.15%
34,905
+15,937
90
$1.37M 0.15%
14,898
+7,367
91
$1.35M 0.15%
12,221
+5,393
92
$1.33M 0.15%
152,068
+40,056
93
$1.33M 0.15%
12,189
-138
94
$1.32M 0.15%
75,315
+3,908
95
$1.32M 0.15%
11,162
+5,238
96
$1.29M 0.14%
25,852
+10,577
97
$1.29M 0.14%
43,537
-1,455
98
$1.27M 0.14%
22,460
-3,050
99
$1.27M 0.14%
23,454
+6,232
100
$1.26M 0.14%
61,348
-10,561
2 3
4
5 6