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
601
$212K 0.02%
8,877
-87
602
$211K 0.02%
3,427
+70
603
$210K 0.02%
7,092
+115
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+4,030
605
$210K 0.02%
+8,744
606
$209K 0.02%
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607
$208K 0.02%
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608
$208K 0.02%
2,728
-7,655
609
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6,375
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611
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612
$205K 0.02%
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613
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2,807
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614
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615
$201K 0.02%
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616
$200K 0.02%
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617
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$191K 0.02%
15,642
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$186K 0.02%
21,874
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620
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21,243
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$179K 0.02%
11,261
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622
$177K 0.02%
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+5,056
623
$171K 0.02%
46,837
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624
$167K 0.02%
20,900
+6,551
625
$163K 0.02%
30,047
+320
23 24
25
26 27