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
126
$689K 0.15%
5,798
+133
127
$681K 0.15%
9,608
+1,788
128
$679K 0.15%
5,288
+161
129
$678K 0.14%
14,348
-603
130
$669K 0.14%
8,914
+3,058
131
$663K 0.14%
22,121
-3,062
132
$654K 0.14%
5,764
+895
133
$651K 0.14%
22,982
+2,111
134
$649K 0.14%
6,378
-218
135
$648K 0.14%
41,072
+3,696
136
$647K 0.14%
14,663
+1,854
137
$640K 0.14%
4,705
-5,213
138
$640K 0.14%
+29,320
139
$631K 0.13%
84,053
+21,832
140
$628K 0.13%
23,526
-1,081
141
$626K 0.13%
6,235
-731
142
$623K 0.13%
14,339
+4,206
143
$609K 0.13%
5,068
-736
144
$609K 0.13%
22,213
+10,387
145
$605K 0.13%
7,584
+1,265
146
$605K 0.13%
37,182
+24,688
147
$605K 0.13%
7,726
-131
148
$604K 0.13%
42,421
+22,848
149
$591K 0.13%
2,056
+52
150
$586K 0.13%
5,429
+3,235
4 5
6
7 8