FIM

Freedom Investment Management Portfolio holdings

AUM $1.19B
AUM
$1.19B
AUM Growth
-$11.9M
Cap. Flow
+$44.1M
Cap. Flow %
3.7%
Top 10 Hldgs %
24.26%
Holding
820
New
70
Increased
280
Reduced
386
Closed
84

Top Buys

1
$7.03M
2
$6.8M
3
$4.82M
4
$3.76M
5
$3.61M

Top Sells

1
$9.47M
2
$2.9M
3
$1.18M
4
$1.15M
5
$1.13M

Sector Composition

1Technology8.88%
2Healthcare4.05%
3Financials3.87%
4Consumer Discretionary3.17%
5Industrials2.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.06M0.09%42,443
-2,068
-5%
-$51.4K
$1.05M0.09%15,326
-3,051
-17%
-$209K
$1.05M0.09%9,151
-1,744
-16%
-$200K
$1.04M0.09%2,960
-197
-6%
-$69.5K
$1.04M0.09%110,619
-6,625
-6%
-$62.4K
$1.02M0.09%15,654
+3,804
+32%
+$248K
$1.01M0.09%24,320
-5,144
-17%
-$215K
$1.01M0.09%3,241
-319
-9%
-$99.7K
$1.01M0.08%2,354
-79
-3%
-$33.9K
$1.01M0.08%3,788
-796
-17%
-$212K
$1M0.08%9,678
+1,165
+14%
+$121K
$997K0.08%2,699
+95
+4%
+$35.1K
$997K0.08%39,004
-37,978
-49%
-$970K
$996K0.08%20,436
+11,042
+118%
+$538K
$996K0.08%53,737
+14,029
+35%
+$260K
$995K0.08%48,877
+3,490
+8%
+$71K
$995K0.08%4,175
+424
+11%
+$101K
$987K0.08%4,749
-854
-15%
-$177K
$975K0.08%19,800
-68
-0.3%
-$3.35K
$973K0.08%4,928
+92
+2%
+$18.2K
$973K0.08%4,405
-787
-15%
-$174K
$963K0.08%31,325
-1,187
-4%
-$36.5K
$962K0.08%12,638
-4,720
-27%
-$359K
$961K0.08%33,765
+1,366
+4%
+$38.9K
$955K0.08%66,876
+246
+0.4%
+$3.51K
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