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
101
$1.4M 0.14%
41,963
-300
102
$1.39M 0.14%
12,913
+724
103
$1.39M 0.14%
14,784
+3,304
104
$1.38M 0.14%
29,662
-3,550
105
$1.34M 0.14%
7,019
+530
106
$1.33M 0.14%
24,650
+1,196
107
$1.33M 0.14%
69,808
+8,460
108
$1.32M 0.14%
12,573
+2,539
109
$1.31M 0.13%
15,132
+671
110
$1.31M 0.13%
12,064
-2,400
111
$1.31M 0.13%
12,077
-144
112
$1.25M 0.13%
16,108
-139
113
$1.24M 0.13%
13,822
-1,065
114
$1.24M 0.13%
24,791
-1,061
115
$1.23M 0.13%
42,721
-816
116
$1.23M 0.13%
37,259
+10,184
117
$1.23M 0.13%
+26,563
118
$1.21M 0.12%
10,503
+2
119
$1.2M 0.12%
+50,532
120
$1.2M 0.12%
12,559
+2,009
121
$1.2M 0.12%
24,668
+7,654
122
$1.19M 0.12%
24,656
+7,124
123
$1.18M 0.12%
6,550
+1,856
124
$1.17M 0.12%
18,258
-4,202
125
$1.17M 0.12%
23,812
+2,976
3 4
5
6 7