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
551
$247K 0.03%
6,800
-24
552
$247K 0.03%
2,557
+473
553
$247K 0.03%
3,283
-228
554
$246K 0.03%
10,165
-226
555
$245K 0.03%
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556
$245K 0.03%
2,808
-139
557
$245K 0.03%
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558
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32,948
+3,138
559
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560
$244K 0.03%
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561
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562
$243K 0.02%
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563
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8,301
-2,303
564
$242K 0.02%
8,196
-1,042
565
$242K 0.02%
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566
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$241K 0.02%
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571
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572
$234K 0.02%
32,400
+2,173
573
$234K 0.02%
3,335
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574
$234K 0.02%
+24,461
575
$234K 0.02%
21,456
+3,068
21 22
23
24 25