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
626
$154K 0.02%
13,241
+529
627
$151K 0.02%
13,358
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$118K 0.01%
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$102K 0.01%
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$102K 0.01%
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$61K 0.01%
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649
$57K 0.01%
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650
$53K 0.01%
25,694
-35,255
24 25
26
27 28