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
276
$603K 0.06%
11,157
+3,174
277
$602K 0.06%
35,367
+5,638
278
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27,580
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281
$588K 0.06%
4,340
+1,389
282
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14,109
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283
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10,545
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284
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22,920
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285
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38,501
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286
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287
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98,514
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288
$580K 0.06%
+7,909
289
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$573K 0.06%
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291
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292
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20,244
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294
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295
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296
$558K 0.06%
147,599
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297
$556K 0.06%
7,234
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$554K 0.06%
82,479
+23,854
299
$552K 0.06%
31,989
+448
300
$547K 0.06%
6,922
-1,725
10 11
12
13 14