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
326
$514K 0.05%
6,469
-379
327
$512K 0.05%
5,488
+65
328
$511K 0.05%
+27,171
329
$508K 0.05%
7,926
+1,157
330
$506K 0.05%
4,680
+82
331
$505K 0.05%
15,197
+3,404
332
$504K 0.05%
41,700
+2,000
333
$503K 0.05%
11,868
+324
334
$499K 0.05%
41,679
+5,548
335
$498K 0.05%
26,090
+218
336
$496K 0.05%
12,502
+4,753
337
$495K 0.05%
21,796
+2,610
338
$492K 0.05%
15,519
+720
339
$492K 0.05%
7,305
+380
340
$492K 0.05%
20,056
-1,068
341
$483K 0.05%
6,019
-4
342
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343
$476K 0.05%
13,992
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344
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4,397
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345
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7,960
-1,714
346
$466K 0.05%
50,722
+2,054
347
$465K 0.05%
5,947
+1,742
348
$463K 0.05%
9,744
+336
349
$463K 0.05%
41,838
+11,466
350
$461K 0.05%
18,717
+1,215
12 13
14
15 16