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
151
$584K 0.12%
11,574
+977
152
$583K 0.12%
56,348
-13,216
153
$583K 0.12%
5,425
-98
154
$582K 0.12%
18,050
+3,118
155
$580K 0.12%
47,744
+13,077
156
$576K 0.12%
61,825
+18,726
157
$575K 0.12%
34,200
-3,520
158
$573K 0.12%
10,913
+674
159
$572K 0.12%
10,800
-3,648
160
$572K 0.12%
15,785
+1,934
161
$570K 0.12%
13,280
-12,034
162
$569K 0.12%
7,723
+1,483
163
$568K 0.12%
9,430
-328
164
$562K 0.12%
23,828
-524
165
$557K 0.12%
22,010
-1,252
166
$556K 0.12%
13,515
-351
167
$553K 0.12%
6,276
+678
168
$550K 0.12%
6,311
+432
169
$547K 0.12%
9,458
+77
170
$539K 0.12%
8,946
-3,453
171
$537K 0.11%
71,827
+8,619
172
$533K 0.11%
46,900
-2,650
173
$533K 0.11%
7,342
+1,219
174
$531K 0.11%
26
+4
175
$530K 0.11%
19,497
+471
5 6
7
8 9