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
26
$5.88M 0.6%
187,672
+5,668
27
$5.8M 0.6%
89,720
-6,214
28
$5.77M 0.59%
+550,988
29
$5.73M 0.59%
49,696
-61,586
30
$5.69M 0.58%
24,027
+5,058
31
$5.66M 0.58%
197,751
+59,937
32
$4.91M 0.5%
57,812
-6,348
33
$4.83M 0.5%
200,533
-46,534
34
$4.73M 0.49%
63,279
-591,670
35
$4.57M 0.47%
94,149
+8,430
36
$4.26M 0.44%
636,370
+187,246
37
$3.81M 0.39%
143,799
+41,726
38
$3.1M 0.32%
60,317
-7,080
39
$3.1M 0.32%
106,860
+39,340
40
$3M 0.31%
36,897
+71
41
$2.98M 0.31%
25,472
+2,539
42
$2.91M 0.3%
193,352
+32,376
43
$2.9M 0.3%
9,548
+223
44
$2.89M 0.3%
100,700
+16,088
45
$2.87M 0.29%
24,434
+4,764
46
$2.82M 0.29%
24,380
+5,042
47
$2.69M 0.28%
49,440
+4,202
48
$2.62M 0.27%
70,457
+280
49
$2.57M 0.26%
248,854
+62,210
50
$2.53M 0.26%
23,047
-452
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