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
176
$529K 0.11%
30,605
+10,319
177
$527K 0.11%
4,699
+260
178
$526K 0.11%
9,272
+256
179
$523K 0.11%
+57,010
180
$522K 0.11%
7,484
+280
181
$517K 0.11%
13,605
-636
182
$512K 0.11%
+47,440
183
$512K 0.11%
10,170
+406
184
$512K 0.11%
215
+27
185
$509K 0.11%
19,724
-2,144
186
$507K 0.11%
7,442
+289
187
$506K 0.11%
17,082
+3,174
188
$505K 0.11%
4,716
-756
189
$499K 0.11%
5,465
+2,490
190
$497K 0.11%
17,524
+1,496
191
$496K 0.11%
9,174
+234
192
$494K 0.11%
11,048
-308
193
$485K 0.1%
9,140
+813
194
$485K 0.1%
8,760
-2,203
195
$484K 0.1%
26,662
+3,247
196
$481K 0.1%
5,554
-7,008
197
$479K 0.1%
7,381
+1,857
198
$473K 0.1%
19,871
+5,950
199
$469K 0.1%
12,185
+1,372
200
$464K 0.1%
5,349
+360
6 7
8
9 10