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
401
$390K 0.04%
13,072
+854
402
$390K 0.04%
3,933
-479
403
$387K 0.04%
+2,729
404
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+17,178
405
$383K 0.04%
14,460
+575
406
$381K 0.04%
26,239
-2,330
407
$370K 0.04%
8,414
-1,216
408
$368K 0.04%
12,285
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409
$366K 0.04%
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410
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2,625
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411
$364K 0.04%
11,968
-1,258
412
$363K 0.04%
6,678
-257
413
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+19,256
414
$360K 0.04%
4,279
+427
415
$360K 0.04%
26,395
+832
416
$360K 0.04%
13,660
-1,693
417
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418
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7,551
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419
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6,462
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420
$356K 0.04%
10,472
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421
$352K 0.04%
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-349
422
$352K 0.04%
32,554
+3,872
423
$350K 0.04%
273,224
+121,884
424
$349K 0.04%
12,430
+506
425
$348K 0.04%
13,349
+140
15 16
17
18 19