FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Return 17.79%
This Quarter Return
+13.13%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$910M
AUM Growth
-$8.34M
Cap. Flow
-$84M
Cap. Flow %
-9.23%
Top 10 Hldgs %
24.54%
Holding
672
New
119
Increased
213
Reduced
279
Closed
60
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
YUM icon
451
Yum! Brands
YUM
$41.1B
$328K 0.04%
+3,021
New +$328K
LYG icon
452
Lloyds Banking Group
LYG
$64.9B
$326K 0.04%
166,355
-16,900
-9% -$33.1K
PAYX icon
453
Paychex
PAYX
$48.7B
$323K 0.04%
+3,463
New +$323K
FICO icon
454
Fair Isaac
FICO
$36.9B
$322K 0.04%
630
-63
-9% -$32.2K
MEDP icon
455
Medpace
MEDP
$13.8B
$322K 0.04%
2,310
-95
-4% -$13.2K
WPM icon
456
Wheaton Precious Metals
WPM
$48.1B
$322K 0.04%
7,721
+807
+12% +$33.7K
EGP icon
457
EastGroup Properties
EGP
$8.91B
$317K 0.03%
2,295
+469
+26% +$64.8K
NDSN icon
458
Nordson
NDSN
$12.7B
$316K 0.03%
+1,571
New +$316K
LFC
459
DELISTED
China Life Insurance Company Ltd.
LFC
$316K 0.03%
+28,562
New +$316K
NVMI icon
460
Nova
NVMI
$8.11B
$315K 0.03%
+4,463
New +$315K
SPWR
461
DELISTED
SunPower Corporation Common Stock
SPWR
$315K 0.03%
+12,284
New +$315K
CHE icon
462
Chemed
CHE
$6.76B
$312K 0.03%
585
-143
-20% -$76.3K
RHI icon
463
Robert Half
RHI
$3.66B
$309K 0.03%
4,948
-569
-10% -$35.5K
PAC icon
464
Grupo Aeroportuario del Pacifico
PAC
$12.6B
$308K 0.03%
2,766
-704
-20% -$78.4K
CTSH icon
465
Cognizant
CTSH
$34.8B
$307K 0.03%
3,746
-20,518
-85% -$1.68M
CNI icon
466
Canadian National Railway
CNI
$59.5B
$305K 0.03%
2,779
+396
+17% +$43.5K
KLIC icon
467
Kulicke & Soffa
KLIC
$1.99B
$303K 0.03%
+9,515
New +$303K
TJX icon
468
TJX Companies
TJX
$157B
$303K 0.03%
+4,432
New +$303K
MXI icon
469
iShares Global Materials ETF
MXI
$228M
$302K 0.03%
3,712
-341
-8% -$27.7K
SPHD icon
470
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
$302K 0.03%
8,033
-299
-4% -$11.2K
VRTS icon
471
Virtus Investment Partners
VRTS
$1.33B
$301K 0.03%
+1,386
New +$301K
HCA icon
472
HCA Healthcare
HCA
$97.8B
$300K 0.03%
+1,827
New +$300K
WNS icon
473
WNS Holdings
WNS
$3.24B
$299K 0.03%
4,143
-3,730
-47% -$269K
AMED
474
DELISTED
Amedisys
AMED
$298K 0.03%
1,017
-60
-6% -$17.6K
SDY icon
475
SPDR S&P Dividend ETF
SDY
$20.5B
$298K 0.03%
2,814
-142
-5% -$15K