FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
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
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.3%
Holding
333
New
333
Increased
–
Reduced
–
Closed
–
Top Buys
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% |