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
76
$1.82M 0.19%
+44,271
77
$1.81M 0.19%
13,475
+394
78
$1.76M 0.18%
34,372
-231
79
$1.72M 0.18%
16,103
+999
80
$1.71M 0.18%
18,253
-170
81
$1.7M 0.17%
20,354
+970
82
$1.69M 0.17%
+34,307
83
$1.68M 0.17%
3,291
+941
84
$1.64M 0.17%
15,376
+540
85
$1.62M 0.17%
91,174
+9,609
86
$1.61M 0.17%
65,372
+19,576
87
$1.6M 0.16%
60,260
+37,197
88
$1.59M 0.16%
35,538
-1,520
89
$1.58M 0.16%
111,909
-26,941
90
$1.57M 0.16%
26,959
-5,653
91
$1.52M 0.16%
51,066
-594
92
$1.49M 0.15%
76,469
+22,185
93
$1.48M 0.15%
85,391
+10,076
94
$1.47M 0.15%
64,899
+4,262
95
$1.45M 0.15%
29,726
+1,299
96
$1.43M 0.15%
8,116
+2,523
97
$1.42M 0.15%
3,520
+1,097
98
$1.42M 0.15%
6,660
+1,868
99
$1.41M 0.14%
23,096
+6,960
100
$1.4M 0.14%
31,282
+3,636
2 3
4
5 6