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
151
$992K 0.1%
14,091
+4,560
152
$989K 0.1%
18,180
-219
153
$988K 0.1%
18,039
+3,822
154
$980K 0.1%
10,130
+555
155
$976K 0.1%
9,862
+4,867
156
$964K 0.1%
+36,764
157
$959K 0.1%
8,563
+1,305
158
$958K 0.1%
13,724
+879
159
$957K 0.1%
31,224
+4,483
160
$943K 0.1%
37,812
-3,849
161
$941K 0.1%
+20,914
162
$932K 0.1%
+2,338
163
$931K 0.1%
43,499
+22,411
164
$931K 0.1%
10,925
-2,449
165
$918K 0.09%
+35,765
166
$914K 0.09%
+27,675
167
$911K 0.09%
10,625
+1,758
168
$910K 0.09%
23,188
+2,814
169
$896K 0.09%
18,508
-9,958
170
$888K 0.09%
15,028
+2,549
171
$885K 0.09%
13,301
+3,790
172
$878K 0.09%
8,615
+19
173
$876K 0.09%
118,841
+7,541
174
$873K 0.09%
34,271
-3,450
175
$871K 0.09%
9,944
+1,634
5 6
7
8 9