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
$711K0.06% 9,182
+288
+3%
+$22.3K
$711K0.06% 11,456
+827
+8%
+$51.4K
$710K0.06%
+3,725
 New
+$710K
$707K0.06% 2,599
+487
+23%
+$132K
$702K0.06% 4,900
+70
+1%
+$10K
$702K0.06% 20,084
+5,705
+40%
+$199K
$702K0.06% 68,175
-2,177
-3%
-$22.4K
$699K0.06% 26,085
-3,927
-13%
-$105K
$697K0.06% 3,981
+461
+13%
+$80.7K
$696K0.06% 2,624
+13
+0.5%
+$3.45K
$693K0.06% 7,778
+614
+9%
+$54.7K
$690K0.06% 16,759
+1,558
+10%
+$64.1K
$688K0.06%
+45,869
 New
+$688K
$686K0.06% 1,082
+277
+34%
+$176K
$683K0.06% 30,749
-11,956
-28%
-$266K
$681K0.06% 7,136
+530
+8%
+$50.6K
$680K0.06% 7,165
-202
-3%
-$19.2K
$677K0.06% 4,382
-569
-11%
-$87.9K
$673K0.06% 4,210
-1,677
-28%
-$268K
$672K0.06% 2,198
-91
-4%
-$27.8K
$668K0.06% 8,203
+5,165
+170%
+$420K
$665K0.06% 1,584
+61
+4%
+$25.6K
$654K0.05% 7,438
+5,224
+236%
+$460K
$653K0.05% 5,810
+31
+0.5%
+$3.49K
$651K0.05% 6,651
+770
+13%
+$75.4K
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