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
426
$348K 0.04%
13,658
+36
427
$343K 0.04%
5,674
+180
428
$341K 0.04%
8,562
+698
429
$341K 0.04%
5,244
+24
430
$341K 0.04%
+60,060
431
$341K 0.04%
14,011
-1,398
432
$340K 0.03%
8,109
+561
433
$339K 0.03%
11,974
-1,438
434
$339K 0.03%
20,469
+6,338
435
$336K 0.03%
5,903
+1,044
436
$336K 0.03%
51,357
+614
437
$334K 0.03%
+7,727
438
$333K 0.03%
6,900
-5,183
439
$331K 0.03%
7,166
+937
440
$330K 0.03%
15,142
+520
441
$328K 0.03%
26,740
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442
$328K 0.03%
3,098
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443
$327K 0.03%
+18,315
444
$326K 0.03%
7,927
-161
445
$324K 0.03%
8,677
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446
$324K 0.03%
7,722
-436
447
$323K 0.03%
3,696
+126
448
$323K 0.03%
13,600
-3,504
449
$323K 0.03%
2,250
-267
450
$322K 0.03%
7,388
+1,286
16 17
18
19 20