FIM
Freedom Investment Management Portfolio holdings
AUM $1.19B
AUM
$1.19B
AUM Growth
-$11.9M (-1%)
Cap. Flow
+$44.1M
Cap. Flow % of AUM
3.7%
Top 10 Holdings %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
| 1 | Technology | 8.88% |
| 2 | Healthcare | 4.05% |
| 3 | Financials | 3.87% |
| 4 | Consumer Discretionary | 3.17% |
| 5 | Industrials | 2.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $799K | 0.07% | 114,085 -5,572 | -5% | -$39K | |||
| $796K | 0.07% | 51,819 +33,146 | +178% | +$509K | |||
| $786K | 0.07% | 25,782 +7,603 | +42% | +$232K | |||
| $784K | 0.07% | 15,601 -929 | -6% | -$46.7K | |||
| $784K | 0.07% | 11,636 +1,397 | +14% | +$94.1K | |||
| $784K | 0.07% | 18,722 -2,002 | -10% | -$83.8K | |||
| $774K | 0.07% | 9,640 -362 | -4% | -$29.1K | |||
| $772K | 0.06% | 203 -11 | -5% | -$41.9K | |||
| $768K | 0.06% | 1,830 +1,218 | +199% | +$511K | |||
| $768K | 0.06% | 15,524 -1,060 | -6% | -$52.4K | |||
| $756K | 0.06% | 19,700 -448 | -2% | -$17.2K | |||
| $753K | 0.06% | 13,577 +6,993 | +106% | +$388K | |||
| $750K | 0.06% | 8,198 -417 | -5% | -$38.2K | |||
| $747K | 0.06% | 12,952 -298 | -2% | -$17.2K | |||
| $746K | 0.06% | 7,255 -8,879 | -55% | -$913K | |||
| $743K | 0.06% | 8,207 -553 | -6% | -$50.1K | |||
| $740K | 0.06% | 26,492 -899 | -3% | -$25.1K | |||
| $739K | 0.06% | 10,137 -3,533 | -26% | -$257K | |||
| $734K | 0.06% | 6,582 -879 | -12% | -$98K | |||
| $732K | 0.06% | 6,417 -529 | -8% | -$60.4K | |||
| $722K | 0.06% | 5,768 -579 | -9% | -$72.4K | |||
| $719K | 0.06% | 12,194 +5,115 | +72% | +$301K | |||
| $716K | 0.06% | 48,458 | New | +$716K | |||
| $712K | 0.06% | 5,848 +640 | +12% | +$78K | |||
| $712K | 0.06% | 9,513 -1,279 | -12% | -$95.7K |
