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 | |
|---|---|---|---|---|---|---|---|
| $595K | 0.05% | 430 -17 | -4% | -$23.5K | |||
| $594K | 0.05% | 18,587 +3,256 | +21% | +$104K | |||
| $592K | 0.05% | 2,054 -1,947 | -49% | -$561K | |||
| $591K | 0.05% | 46,874 -12,450 | -21% | -$157K | |||
| $591K | 0.05% | 14,373 -3,605 | -20% | -$148K | |||
| $591K | 0.05% | 50,921 -1,717 | -3% | -$19.9K | |||
| $585K | 0.05% | 7,299 | New | +$585K | |||
| $584K | 0.05% | 1,728 -221 | -11% | -$74.7K | |||
| $582K | 0.05% | 93,139 -15,608 | -14% | -$97.6K | |||
| $580K | 0.05% | 44,386 +1,862 | +4% | +$24.3K | |||
| $579K | 0.05% | 6,899 +2,137 | +45% | +$179K | |||
| $577K | 0.05% | 3,887 -306 | -7% | -$45.4K | |||
| $572K | 0.05% | 3,711 | New | +$572K | |||
| $572K | 0.05% | 10,497 +790 | +8% | +$43K | |||
| $569K | 0.05% | 8,386 +80 | +1% | +$5.43K | |||
| $568K | 0.05% | 92,332 -13,371 | -13% | -$82.2K | |||
| $564K | 0.05% | 14,408 -1,359 | -9% | -$53.2K | |||
| $563K | 0.05% | 102,215 | New | +$563K | |||
| $563K | 0.05% | 47,244 -9,388 | -17% | -$112K | |||
| $563K | 0.05% | 7,759 -853 | -10% | -$61.9K | |||
| $560K | 0.05% | 7,326 +717 | +11% | +$54.8K | |||
| $551K | 0.05% | 21,341 -4,953 | -19% | -$128K | |||
| $550K | 0.05% | 5,206 +909 | +21% | +$96K | |||
| $549K | 0.05% | 8,485 -1,136 | -12% | -$73.5K | |||
| $547K | 0.05% | 4,127 -1,436 | -26% | -$190K |
