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
101
$795K 0.17%
9,867
+2,342
102
$790K 0.17%
8,562
+1,059
103
$777K 0.17%
34,025
+4,319
104
$771K 0.16%
14,601
+9,131
105
$763K 0.16%
22,322
+15,110
106
$758K 0.16%
15,881
+508
107
$754K 0.16%
26,149
+2,166
108
$753K 0.16%
25,894
+3,201
109
$742K 0.16%
31,305
+2,979
110
$735K 0.16%
40,180
+4,424
111
$729K 0.16%
25,621
+3,255
112
$721K 0.15%
+34,369
113
$720K 0.15%
52,303
-587
114
$716K 0.15%
9,180
+774
115
$715K 0.15%
17,450
+86
116
$711K 0.15%
8,873
-424
117
$710K 0.15%
11,930
-312
118
$710K 0.15%
7,264
+714
119
$709K 0.15%
13,438
-15,048
120
$708K 0.15%
9,633
+1,253
121
$706K 0.15%
14,201
-258
122
$700K 0.15%
9,992
-2,398
123
$696K 0.15%
9,889
+525
124
$695K 0.15%
8,002
-177
125
$693K 0.15%
7,107
+1,462
3 4
5
6 7