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 | |
|---|---|---|---|---|---|---|---|
| $544K | 0.05% | 29,171 -595 | -2% | -$11.1K | |||
| $543K | 0.05% | 5,378 -691 | -11% | -$69.7K | |||
| $540K | 0.05% | 3,071 +162 | +6% | +$28.5K | |||
| $538K | 0.05% | 28,076 +477 | +2% | +$9.14K | |||
| $535K | 0.04% | 13,938 -2,229 | -14% | -$85.5K | |||
| $533K | 0.04% | 1,228 -86 | -7% | -$37.3K | |||
| $527K | 0.04% | 11,401 -5,803 | -34% | -$268K | |||
| $525K | 0.04% | 1,964 -102 | -5% | -$27.3K | |||
| $522K | 0.04% | 9,964 -1,642 | -14% | -$86K | |||
| $519K | 0.04% | 1,719 -63 | -4% | -$19K | |||
| $517K | 0.04% | 2,331 | New | +$517K | |||
| $516K | 0.04% | 7,258 -1,524 | -17% | -$108K | |||
| $514K | 0.04% | 5,653 +2,688 | +91% | +$244K | |||
| $514K | 0.04% | 2,757 -614 | -18% | -$114K | |||
| $514K | 0.04% | 2,280 -186 | -8% | -$41.9K | |||
| $505K | 0.04% | 10,328 -708 | -6% | -$34.6K | |||
| $504K | 0.04% | 13,018 -2,326 | -15% | -$90.1K | |||
| $504K | 0.04% | 19,823 | New | +$504K | |||
| $503K | 0.04% | 10,921 -853 | -7% | -$39.3K | |||
| $501K | 0.04% | 6,360 +96 | +2% | +$7.57K | |||
| $499K | 0.04% | 16,780 -1,393 | -8% | -$41.4K | |||
| $497K | 0.04% | 1,509 -38 | -2% | -$12.5K | |||
| $497K | 0.04% | 15,176 -44 | -0.3% | -$1.44K | |||
| $495K | 0.04% | 8,047 +2,221 | +38% | +$137K | |||
| $495K | 0.04% | 1,433 -176 | -11% | -$60.7K |
