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
451
$322K 0.03%
4,617
-2
452
$321K 0.03%
+4,176
453
$321K 0.03%
1,864
+219
454
$321K 0.03%
6,232
+1,394
455
$321K 0.03%
+12,948
456
$318K 0.03%
8,098
+919
457
$317K 0.03%
5,238
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458
$317K 0.03%
5,550
+409
459
$315K 0.03%
4,526
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460
$315K 0.03%
4,454
-259
461
$315K 0.03%
11,243
-742
462
$313K 0.03%
5,867
+1,474
463
$313K 0.03%
8,304
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464
$312K 0.03%
13,191
+3,078
465
$312K 0.03%
15,365
-734
466
$311K 0.03%
7,127
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467
$310K 0.03%
7,370
+1,243
468
$310K 0.03%
+5,515
469
$306K 0.03%
5,950
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470
$306K 0.03%
5,295
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471
$306K 0.03%
14,485
+188
472
$304K 0.03%
8,751
+530
473
$304K 0.03%
+838
474
$303K 0.03%
26,426
+834
475
$303K 0.03%
4,109
+434
17 18
19
20 21