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
251
$665K 0.07%
21,071
+1,903
252
$661K 0.07%
1,685
+450
253
$659K 0.07%
8,474
+1,436
254
$657K 0.07%
40,016
+302
255
$657K 0.07%
22,714
+1,097
256
$655K 0.07%
48,135
-5,091
257
$653K 0.07%
27,110
-5,888
258
$643K 0.07%
9,346
-6,911
259
$641K 0.07%
58,926
+2,934
260
$636K 0.07%
29,829
+3,334
261
$630K 0.06%
35,190
-5,757
262
$629K 0.06%
15,020
+630
263
$626K 0.06%
29,439
+4,771
264
$626K 0.06%
28,182
+4,530
265
$623K 0.06%
27,382
+4,418
266
$623K 0.06%
28,776
+4,602
267
$622K 0.06%
23,261
-3,488
268
$622K 0.06%
29,526
+4,794
269
$621K 0.06%
19,483
+271
270
$619K 0.06%
4,150
-924
271
$616K 0.06%
3,958
+584
272
$613K 0.06%
4,741
-201
273
$610K 0.06%
20,062
+1,800
274
$610K 0.06%
14,604
+609
275
$606K 0.06%
30,558
+3,672
9 10
11
12 13