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
$544K0.05% 29,171
-595
-2%
-$11.1K
$543K0.05% 5,378
-691
-11%
-$69.7K
$540K0.05% 3,071
+162
+6%
+$28.5K
$538K0.05% 28,076
+477
+2%
+$9.14K
$535K0.04% 13,938
-2,229
-14%
-$85.5K
$533K0.04% 1,228
-86
-7%
-$37.3K
$527K0.04% 11,401
-5,803
-34%
-$268K
$525K0.04% 1,964
-102
-5%
-$27.3K
$522K0.04% 9,964
-1,642
-14%
-$86K
$519K0.04% 1,719
-63
-4%
-$19K
$517K0.04%
+2,331
 New
+$517K
$516K0.04% 7,258
-1,524
-17%
-$108K
$514K0.04% 5,653
+2,688
+91%
+$244K
$514K0.04% 2,757
-614
-18%
-$114K
$514K0.04% 2,280
-186
-8%
-$41.9K
$505K0.04% 10,328
-708
-6%
-$34.6K
$504K0.04% 13,018
-2,326
-15%
-$90.1K
$504K0.04%
+19,823
 New
+$504K
$503K0.04% 10,921
-853
-7%
-$39.3K
$501K0.04% 6,360
+96
+2%
+$7.57K
$499K0.04% 16,780
-1,393
-8%
-$41.4K
$497K0.04% 1,509
-38
-2%
-$12.5K
$497K0.04% 15,176
-44
-0.3%
-$1.44K
$495K0.04% 8,047
+2,221
+38%
+$137K
$495K0.04% 1,433
-176
-11%
-$60.7K
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