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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$460K0.04% 150,441
-21,297
-12%
-$65.2K
$455K0.04% 318
+14
+5%
+$20K
$452K0.04% 11,660
-57
-0.5%
-$2.21K
$448K0.04% 8,203
+960
+13%
+$52.5K
$448K0.04% 2,220
-98
-4%
-$19.8K
$447K0.04%
+20,273
New
+$447K
$444K0.04%
+7,379
New
+$444K
$441K0.04% 35,517
+5,814
+20%
+$72.2K
$440K0.04% 11,336
+2,319
+26%
+$90K
$439K0.04% 44,662
+9,985
+29%
+$98.3K
$439K0.04% 8,803
-1,170
-12%
-$58.4K
$439K0.04% 16,913
-1,151
-6%
-$29.9K
$438K0.04% 9,472
+920
+11%
+$42.6K
$438K0.04% 5,292
-798
-13%
-$66K
$437K0.04% 14,772
+1,639
+12%
+$48.5K
$432K0.04% 3,943
+113
+3%
+$12.4K
$432K0.04% 4,486
-265
-6%
-$25.5K
$431K0.04% 3,929
+166
+4%
+$18.2K
$430K0.04% 6,071
-668
-10%
-$47.3K
$422K0.04% 964
-91
-9%
-$39.8K
$422K0.04% 5,740
+1,147
+25%
+$84.3K
$421K0.04% 5,556
-384
-6%
-$29.1K
$419K0.04% 146,491
-29,937
-17%
-$85.6K
$418K0.04% 3,188
+1,034
+48%
+$136K
$416K0.03% 5,724
-520
-8%
-$37.8K