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
176
$869K 0.09%
9,425
+589
177
$869K 0.09%
9,865
+2,064
178
$869K 0.09%
119,089
+14,095
179
$867K 0.09%
12,058
-4,092
180
$864K 0.09%
39,885
+4,361
181
$864K 0.09%
384,763
+11,664
182
$854K 0.09%
20,610
-346
183
$852K 0.09%
24,616
-2,552
184
$849K 0.09%
7,938
-596
185
$841K 0.09%
6,595
+2,477
186
$833K 0.09%
11,239
+3,262
187
$830K 0.09%
11,943
+660
188
$828K 0.09%
30,278
+3,504
189
$827K 0.08%
41,427
+4,518
190
$826K 0.08%
157,295
+45,549
191
$818K 0.08%
25,701
+6,642
192
$815K 0.08%
19,693
+8,882
193
$811K 0.08%
13,019
+821
194
$801K 0.08%
+13,012
195
$800K 0.08%
1,901
+326
196
$790K 0.08%
15,439
+111
197
$772K 0.08%
28,113
+3,173
198
$771K 0.08%
6,052
+555
199
$770K 0.08%
22,688
+10,362
200
$768K 0.08%
132,706
+15,245
6 7
8
9 10