FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Return 17.79%
This Quarter Return
-1.42%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$294M
AUM Growth
Cap. Flow
+$294M
Cap. Flow %
100%
Top 10 Hldgs %
40.3%
Holding
333
New
333
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.71%
2 Industrials 3.18%
3 Healthcare 2.25%
4 Consumer Discretionary 1.87%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SE
251
DELISTED
Spectra Energy Corp Wi
SE
$222K 0.08%
+6,432
New +$222K
THO icon
252
Thor Industries
THO
$5.91B
$219K 0.07%
+4,457
New +$219K
TM icon
253
Toyota
TM
$258B
$219K 0.07%
+1,813
New +$219K
EEM icon
254
iShares MSCI Emerging Markets ETF
EEM
$19B
$218K 0.07%
+5,657
New +$218K
AFSI
255
DELISTED
AmTrust Financial Services, Inc.
AFSI
$217K 0.07%
+13,400
New +$217K
IBM icon
256
IBM
IBM
$230B
$216K 0.07%
+1,180
New +$216K
SNY icon
257
Sanofi
SNY
$111B
$216K 0.07%
+4,199
New +$216K
VRSK icon
258
Verisk Analytics
VRSK
$37.7B
$216K 0.07%
+3,626
New +$216K
SGY
259
DELISTED
Stone Energy
SGY
$216K 0.07%
+172
New +$216K
NSR
260
DELISTED
Neustar Inc
NSR
$215K 0.07%
+4,410
New +$215K
IWS icon
261
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
$214K 0.07%
+3,697
New +$214K
ABV
262
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
$214K 0.07%
+5,721
New +$214K
FE icon
263
FirstEnergy
FE
$25.1B
$213K 0.07%
+5,694
New +$213K
FL icon
264
Foot Locker
FL
$2.3B
$212K 0.07%
+6,046
New +$212K
NSP icon
265
Insperity
NSP
$2.1B
$212K 0.07%
+14,002
New +$212K
SBUX icon
266
Starbucks
SBUX
$98.9B
$212K 0.07%
+6,482
New +$212K
TIVO
267
DELISTED
Tivo Inc
TIVO
$212K 0.07%
+9,301
New +$212K
PCP
268
DELISTED
PRECISION CASTPARTS CORP
PCP
$211K 0.07%
+932
New +$211K
KED
269
DELISTED
Kayne Anderson Energy
KED
$211K 0.07%
+8,230
New +$211K
IYF icon
270
iShares US Financials ETF
IYF
$4.07B
$210K 0.07%
+5,872
New +$210K
ROP icon
271
Roper Technologies
ROP
$56.7B
$210K 0.07%
+1,690
New +$210K
GML
272
DELISTED
SPDR S&P Emerging Latin America ETF
GML
$210K 0.07%
+3,436
New +$210K
RS icon
273
Reliance Steel & Aluminium
RS
$15.5B
$209K 0.07%
+3,188
New +$209K
AXP icon
274
American Express
AXP
$230B
$208K 0.07%
+2,781
New +$208K
CAT icon
275
Caterpillar
CAT
$197B
$206K 0.07%
+2,501
New +$206K