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
476
$302K 0.03%
26,667
-8,615
477
$302K 0.03%
21,979
+7,148
478
$301K 0.03%
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479
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480
$300K 0.03%
4,646
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481
$298K 0.03%
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482
$293K 0.03%
2,813
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483
$292K 0.03%
9,539
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484
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485
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2,793
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486
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487
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8,349
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488
$290K 0.03%
8,901
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489
$289K 0.03%
19,369
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490
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6,413
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1,292
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7,054
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494
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495
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496
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-160
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$281K 0.03%
5,247
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498
$280K 0.03%
2,516
-11
499
$280K 0.03%
5,190
+92
500
$280K 0.03%
7,129
-427
18 19
20
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