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
101
$1.24M 0.14%
+41,635
102
$1.23M 0.14%
27,646
+21,130
103
$1.23M 0.14%
12,997
+2,276
104
$1.18M 0.13%
16,247
+4,478
105
$1.18M 0.13%
44,704
-44,997
106
$1.18M 0.13%
14,461
-3,031
107
$1.18M 0.13%
32,612
-8,839
108
$1.16M 0.13%
16,257
+11,202
109
$1.16M 0.13%
6,489
+1,677
110
$1.15M 0.13%
45,796
+22,952
111
$1.13M 0.12%
26,158
+2,002
112
$1.12M 0.12%
10,501
+2,930
113
$1.1M 0.12%
+48,067
114
$1.09M 0.12%
10,034
+607
115
$1.07M 0.12%
13,374
-2,360
116
$1.06M 0.12%
2,350
+1,152
117
$1.05M 0.12%
+20,915
118
$1.04M 0.12%
73,696
-19,767
119
$1.04M 0.11%
5,864
+243
120
$1.04M 0.11%
41,661
-5,576
121
$1.04M 0.11%
40,388
-7,050
122
$1.02M 0.11%
2,423
+1,193
123
$1.02M 0.11%
9,745
-1,359
124
$1.02M 0.11%
42,263
-9,883
125
$1.01M 0.11%
18,399
-3,454
3 4
5
6 7