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
201
$768K 0.08%
6,843
-290
202
$767K 0.08%
9,168
+2,035
203
$767K 0.08%
41,554
+13,663
204
$765K 0.08%
11,170
+1,239
205
$764K 0.08%
4,798
+161
206
$763K 0.08%
5,816
+1,692
207
$762K 0.08%
11,649
+1,583
208
$762K 0.08%
14,466
-1,464
209
$760K 0.08%
18,595
+6,013
210
$757K 0.08%
17,306
+1,411
211
$753K 0.08%
6,595
+2,133
212
$753K 0.08%
27,496
+10,188
213
$753K 0.08%
19,253
+805
214
$751K 0.08%
39,467
+20,647
215
$747K 0.08%
56,210
+8,260
216
$747K 0.08%
+37,423
217
$744K 0.08%
78,569
+8,478
218
$741K 0.08%
37,080
+368
219
$741K 0.08%
42,888
+12,654
220
$740K 0.08%
6,067
+2,147
221
$736K 0.08%
13,608
+1,469
222
$735K 0.08%
+9,604
223
$733K 0.08%
10,940
+2,772
224
$729K 0.07%
17,207
+7,000
225
$722K 0.07%
9,921
+143
7 8
9
10 11