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
$955K0.08% 7,715
-3,129
-29%
-$387K
$946K0.08%
+6,197
 New
+$946K
$944K0.08% 7,114
-1,689
-19%
-$224K
$942K0.08% 30,402
-2,729
-8%
-$84.6K
$939K0.08% 12,781
-191
-1%
-$14K
$931K0.08% 28,781
+4,706
+20%
+$152K
$930K0.08% 15,243
-2,563
-14%
-$156K
$930K0.08% 3,123
-220
-7%
-$65.5K
$929K0.08% 6,571
-152
-2%
-$21.5K
$927K0.08% 5,630
-297
-5%
-$48.9K
$926K0.08% 10,069
-870
-8%
-$80K
$916K0.08% 9,611
-1,601
-14%
-$153K
$915K0.08% 3,742
+641
+21%
+$157K
$914K0.08% 19,882
-3,054
-13%
-$140K
$912K0.08% 1,841
-147
-7%
-$72.8K
$911K0.08% 2,613
-156
-6%
-$54.4K
$911K0.08%
+5,667
 New
+$911K
$910K0.08% 14,838
-28
-0.2%
-$1.72K
$893K0.07% 5,954
-755
-11%
-$113K
$886K0.07% 6,826
-2,133
-24%
-$277K
$884K0.07% 5,257
-284
-5%
-$47.7K
$880K0.07% 4,205
+225
+6%
+$47.1K
$876K0.07% 51,140
-26,771
-34%
-$459K
$873K0.07% 16,530
-44
-0.3%
-$2.33K
$871K0.07% 8,154
+1,047
+15%
+$112K
1 91011121333