FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
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 Change
in Stake
Capital Flow
326
$69K 0.02%
+10,615
327
$68K 0.02%
+75,240
328
$61K 0.02%
+10,479
329
$55K 0.02%
+13,613
330
$55K 0.02%
+23,799
331
$46K 0.02%
+1,415
332
$36K 0.01%
+10,379
333
$10K ﹤0.01%
+18,351