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
201
$462K 0.1%
3,603
+451
202
$461K 0.1%
17,343
+4,345
203
$458K 0.1%
6,838
+614
204
$455K 0.1%
15,825
-22,018
205
$455K 0.1%
20,305
-17,337
206
$455K 0.1%
4,488
+2,097
207
$451K 0.1%
+16,513
208
$450K 0.1%
19,730
+884
209
$449K 0.1%
5,505
-103
210
$449K 0.1%
20,055
+1,093
211
$448K 0.1%
20,463
+1,542
212
$447K 0.1%
+26,647
213
$446K 0.1%
15,794
+4,592
214
$446K 0.1%
21,062
+2,092
215
$445K 0.1%
15,967
+1,622
216
$443K 0.09%
26,547
+1,073
217
$440K 0.09%
7,339
+1,670
218
$438K 0.09%
9,848
+1,236
219
$434K 0.09%
11,785
-531
220
$433K 0.09%
5,185
+66
221
$432K 0.09%
14,096
-7,707
222
$428K 0.09%
7,104
+296
223
$425K 0.09%
28,450
-18,070
224
$424K 0.09%
11,080
-488
225
$424K 0.09%
48,747
+19,735
7 8
9
10 11