FIM

Freedom Investment Management Portfolio holdings

AUM $1.19B
This Quarter Return
-0.19%
1 Year Return
+7.49%
3 Year Return
+26.88%
5 Year Return
+101.74%
10 Year Return
+157.01%
AUM
$1.19B
AUM Growth
-$11.9M
Cap. Flow
-$271K
Cap. Flow %
-0.02%
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
$7.35M
3
$4.29M
4
$2.9M
5
$1.48M

Sector Composition

1Technology8.88%
2Healthcare4.05%
3Financials3.87%
4Consumer Discretionary3.19%
5Industrials2.88%
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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