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
351
$457K 0.05%
10,450
-544
352
$456K 0.05%
5,023
+139
353
$454K 0.05%
3,535
+34
354
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42,311
+654
355
$451K 0.05%
20,112
-1,130
356
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5,970
+187
357
$450K 0.05%
9,257
+2,971
358
$449K 0.05%
4,498
+314
359
$449K 0.05%
13,363
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360
$449K 0.05%
9,804
-415
361
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6,325
+2,351
362
$446K 0.05%
17,943
+4,619
363
$445K 0.05%
16,484
+1,365
364
$439K 0.05%
33,787
-2,269
365
$436K 0.04%
18,582
+1,452
366
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19,833
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367
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6,216
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368
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+68,833
369
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36,533
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370
$432K 0.04%
10,395
+3,353
371
$431K 0.04%
6,563
+2,007
372
$431K 0.04%
47,151
+6,153
373
$429K 0.04%
17,912
+5,767
374
$427K 0.04%
15,483
+1,128
375
$427K 0.04%
1,562
-372,327
13 14
15
16 17