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
376
$427K 0.04%
9,938
+646
377
$425K 0.04%
7,537
+2,753
378
$425K 0.04%
+35,573
379
$425K 0.04%
22,411
+6,474
380
$422K 0.04%
8,114
+2,073
381
$421K 0.04%
11,899
+1,153
382
$421K 0.04%
3,279
-818
383
$417K 0.04%
4,038
+39
384
$417K 0.04%
3,591
+220
385
$414K 0.04%
+3,363
386
$410K 0.04%
3,386
+101
387
$410K 0.04%
9,316
+861
388
$409K 0.04%
7,655
+2,731
389
$405K 0.04%
17,072
+1,461
390
$404K 0.04%
22,327
+360
391
$402K 0.04%
16,614
+1,139
392
$400K 0.04%
4,112
+61
393
$398K 0.04%
6,395
+2,067
394
$393K 0.04%
10,009
+2,074
395
$392K 0.04%
59,334
+1,934
396
$392K 0.04%
2,107
+344
397
$392K 0.04%
3,614
+128
398
$392K 0.04%
34,343
+279
399
$391K 0.04%
+26,668
400
$390K 0.04%
10,732
-694
14 15
16
17 18