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
126
$1.16M 0.12%
28,814
+2,656
127
$1.15M 0.12%
36,315
+16,485
128
$1.15M 0.12%
14,731
+2,553
129
$1.15M 0.12%
178,526
+55,825
130
$1.14M 0.12%
+17,106
131
$1.13M 0.12%
6,448
+584
132
$1.12M 0.11%
40,624
+236
133
$1.11M 0.11%
12,900
+3,014
134
$1.11M 0.11%
8,161
+1,659
135
$1.11M 0.11%
13,295
+2,280
136
$1.09M 0.11%
21,959
+1,044
137
$1.08M 0.11%
24,462
+1,872
138
$1.07M 0.11%
8,270
+858
139
$1.06M 0.11%
350,463
+101,648
140
$1.06M 0.11%
95,705
-37,335
141
$1.05M 0.11%
48,487
+4,804
142
$1.05M 0.11%
12,468
-529
143
$1.05M 0.11%
9,977
+3,222
144
$1.05M 0.11%
12,265
+2,722
145
$1.04M 0.11%
36,688
+2,444
146
$1.04M 0.11%
25,015
+14,415
147
$1.02M 0.1%
7,916
+1,105
148
$1.01M 0.1%
39,793
+3,957
149
$1.01M 0.1%
17,880
+192
150
$1M 0.1%
40,556
+2,724
4 5
6
7 8