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
651
$53K 0.01%
2,798
-3,358
652
$52K 0.01%
777
+21
653
$48K ﹤0.01%
34,612
-895
654
$45K ﹤0.01%
2,502
-103
655
$29K ﹤0.01%
12,802
+844
656
$26K ﹤0.01%
22,449
+4,853
657
$8K ﹤0.01%
15,000
658
– –
-18,073
659
– –
-6,856
660
– –
-15,106
661
– –
-6,001
662
– –
-18,133
663
– –
-9,778
664
– –
-11,026
665
– –
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667
– –
-14,933
668
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669
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670
– –
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671
– –
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672
– –
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673
– –
-1,511
674
– –
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675
– –
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