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
$974M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$8.86M
3
+$8.21M
4
NTRS icon
Northern Trust
NTRS
+$5.77M
5
EMC
EMC CORPORATION
EMC
+$5.64M

Top Sells

1
+$102M
2
+$44.2M
3
+$7.85M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.1M
5
LUMN icon
Lumen
LUMN
+$5.3M

Sector Composition

1 Healthcare 9.14%
2 Technology 6.04%
3 Industrials 5.29%
4 Financials 3.74%
5 Consumer Discretionary 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$721K 0.07%
28,828
-946
227
$719K 0.07%
14,783
+907
228
$717K 0.07%
90,506
-61,562
229
$716K 0.07%
8,042
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230
$711K 0.07%
23,508
-6,016
231
$710K 0.07%
4,323
+1,356
232
$709K 0.07%
6,667
+1,917
233
$706K 0.07%
+27,123
234
$704K 0.07%
+14,024
235
$703K 0.07%
13,344
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236
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76,341
+22,135
237
$698K 0.07%
27,924
+1,492
238
$692K 0.07%
10,732
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239
$690K 0.07%
8,265
+2,530
240
$689K 0.07%
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241
$686K 0.07%
10,131
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242
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243
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244
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10,388
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245
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4,787
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246
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36,322
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247
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18,551
+1,834
248
$676K 0.07%
14,219
-3,508
249
$675K 0.07%
587
+28
250
$675K 0.07%
18,628
+1,982
8 9
10
11 12