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
501
$280K 0.03%
+11,098
502
$279K 0.03%
5,261
-283
503
$276K 0.03%
5,887
+1,371
504
$275K 0.03%
+11,968
505
$275K 0.03%
+14,740
506
$274K 0.03%
+3,255
507
$273K 0.03%
+4,682
508
$273K 0.03%
3,907
+127
509
$272K 0.03%
4,244
+219
510
$270K 0.03%
14,763
-5,351
511
$270K 0.03%
+4,135
512
$270K 0.03%
+4,813
513
$270K 0.03%
6,952
-146
514
$269K 0.03%
+3,376
515
$269K 0.03%
1,994
+16
516
$269K 0.03%
+1,300
517
$268K 0.03%
+6,608
518
$268K 0.03%
6,789
-6,837
519
$267K 0.03%
1,995
-525
520
$264K 0.03%
2,909
-265
521
$263K 0.03%
4,672
-62
522
$263K 0.03%
9,482
+108
523
$262K 0.03%
+2,562
524
$262K 0.03%
22,023
+945
525
$261K 0.03%
+4,049
19 20
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