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 | |
|---|---|---|---|---|---|---|---|
| $648K | 0.05% | 3,208 +665 | +26% | +$134K | |||
| $647K | 0.05% | 26,536 +12,080 | +84% | +$295K | |||
| $644K | 0.05% | 4,867 | New | +$644K | |||
| $643K | 0.05% | 3,224 -1,162 | -26% | -$232K | |||
| $641K | 0.05% | 6,927 +1,091 | +19% | +$101K | |||
| $638K | 0.05% | 13,945 +3,938 | +39% | +$180K | |||
| $637K | 0.05% | 3,724 -937 | -20% | -$160K | |||
| $635K | 0.05% | 24,227 +1,338 | +6% | +$35.1K | |||
| $625K | 0.05% | 13,132 +605 | +5% | +$28.8K | |||
| $619K | 0.05% | 3,010 +232 | +8% | +$47.7K | |||
| $614K | 0.05% | 20,984 -644 | -3% | -$18.8K | |||
| $612K | 0.05% | 20,881 +2,621 | +14% | +$76.8K | |||
| $612K | 0.05% | 25,681 | New | +$612K | |||
| $608K | 0.05% | 12,059 -1,516 | -11% | -$76.4K | |||
| $606K | 0.05% | 5,593 -1,372 | -20% | -$149K | |||
| $606K | 0.05% | 4,555 -925 | -17% | -$123K | |||
| $606K | 0.05% | 4,242 +2,184 | +106% | +$312K | |||
| $605K | 0.05% | 17,277 +2,423 | +16% | +$84.9K | |||
| $605K | 0.05% | 3,554 +1,133 | +47% | +$193K | |||
| $604K | 0.05% | 4,630 -858 | -16% | -$112K | |||
| $604K | 0.05% | 18,244 +1,286 | +8% | +$42.5K | |||
| $601K | 0.05% | 17,376 +2,586 | +17% | +$89.5K | |||
| $601K | 0.05% | 4,603 +380 | +9% | +$49.6K | |||
| $596K | 0.05% | 17,462 +4,348 | +33% | +$148K | |||
| $595K | 0.05% | 1,279 -146 | -10% | -$68K |
