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
301
$544K 0.06%
9,932
+869
302
$542K 0.06%
+20,524
303
$542K 0.06%
37,328
+2,158
304
$541K 0.06%
11,821
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305
$540K 0.06%
9,164
+320
306
$540K 0.06%
+2,859
307
$540K 0.06%
10,965
+2,405
308
$539K 0.06%
8,782
+31
309
$536K 0.06%
46,012
-296
310
$536K 0.06%
15,853
-410
311
$535K 0.05%
16,603
+2,210
312
$532K 0.05%
7,331
+2,811
313
$532K 0.05%
3,442
-635
314
$530K 0.05%
16,646
+5,850
315
$529K 0.05%
57,925
-17,661
316
$529K 0.05%
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317
$528K 0.05%
3,508
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318
$524K 0.05%
17,557
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319
$522K 0.05%
13,734
+1,530
320
$521K 0.05%
19,426
+3,662
321
$521K 0.05%
3,892
+129
322
$518K 0.05%
56,949
-17,281
323
$516K 0.05%
12,416
+3,793
324
$516K 0.05%
9,728
+676
325
$515K 0.05%
3,729
+1,196
11 12
13
14 15