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
576
$231K 0.02%
3,486
+224
577
$230K 0.02%
346
+5
578
$230K 0.02%
6,036
+440
579
$229K 0.02%
+1,411
580
$228K 0.02%
3,604
-346
581
$227K 0.02%
+7,008
582
$226K 0.02%
8,915
+666
583
$225K 0.02%
8,833
-2,145
584
$224K 0.02%
+5,331
585
$223K 0.02%
2,766
-1,454
586
$223K 0.02%
312
587
$222K 0.02%
+2,096
588
$222K 0.02%
+12,286
589
$221K 0.02%
+1,771
590
$221K 0.02%
+6,240
591
$220K 0.02%
+2,423
592
$219K 0.02%
+15,116
593
$219K 0.02%
+2,463
594
$218K 0.02%
11,690
-643
595
$218K 0.02%
+5,974
596
$218K 0.02%
+5,042
597
$217K 0.02%
+17,330
598
$217K 0.02%
+9,175
599
$216K 0.02%
4,136
-3,891
600
$216K 0.02%
+2,343
22 23
24
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