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
$648K0.05% 3,208
+665
+26%
+$134K
$647K0.05% 26,536
+12,080
+84%
+$295K
$644K0.05%
+4,867
 New
+$644K
$643K0.05% 3,224
-1,162
-26%
-$232K
$641K0.05% 6,927
+1,091
+19%
+$101K
$638K0.05% 13,945
+3,938
+39%
+$180K
$637K0.05% 3,724
-937
-20%
-$160K
$635K0.05% 24,227
+1,338
+6%
+$35.1K
$625K0.05% 13,132
+605
+5%
+$28.8K
$619K0.05% 3,010
+232
+8%
+$47.7K
$614K0.05% 20,984
-644
-3%
-$18.8K
$612K0.05% 20,881
+2,621
+14%
+$76.8K
$612K0.05%
+25,681
 New
+$612K
$608K0.05% 12,059
-1,516
-11%
-$76.4K
$606K0.05% 5,593
-1,372
-20%
-$149K
$606K0.05% 4,555
-925
-17%
-$123K
$606K0.05% 4,242
+2,184
+106%
+$312K
$605K0.05% 17,277
+2,423
+16%
+$84.9K
$605K0.05% 3,554
+1,133
+47%
+$193K
$604K0.05% 4,630
-858
-16%
-$112K
$604K0.05% 18,244
+1,286
+8%
+$42.5K
$601K0.05% 17,376
+2,586
+17%
+$89.5K
$601K0.05% 4,603
+380
+9%
+$49.6K
$596K0.05% 17,462
+4,348
+33%
+$148K
$595K0.05% 1,279
-146
-10%
-$68K
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