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
51
$2.5M 0.26%
126,834
-30,431
52
$2.42M 0.25%
23,437
+2,763
53
$2.3M 0.24%
+62,670
54
$2.28M 0.23%
16,651
+4,823
55
$2.22M 0.23%
14,483
+3,494
56
$2.22M 0.23%
46,171
-9,739
57
$2.18M 0.22%
20,952
+6,054
58
$2.16M 0.22%
45,975
-8,091
59
$2.15M 0.22%
48,964
-12,111
60
$2.14M 0.22%
117,551
+5,486
61
$2.13M 0.22%
23,491
+1,334
62
$2.13M 0.22%
23,911
+557
63
$2.13M 0.22%
19,274
+3,588
64
$2.12M 0.22%
48,136
+13,231
65
$2.1M 0.22%
19,503
-397
66
$2.09M 0.21%
41,238
+55
67
$2.09M 0.21%
111,841
+4,845
68
$2.06M 0.21%
15,711
-170
69
$2.05M 0.21%
21,514
-382
70
$1.97M 0.2%
50,219
-5,934
71
$1.97M 0.2%
+16,692
72
$1.95M 0.2%
26,202
+6,534
73
$1.95M 0.2%
19,971
+3,139
74
$1.89M 0.19%
33,136
+9,608
75
$1.84M 0.19%
14,929
+3,767
1 2
3
4 5