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 | |
|---|---|---|---|---|---|---|---|
| $416K | 0.03% | 4,834 +194 | +4% | +$16.7K | |||
| $415K | 0.03% | 1,289 | New | +$415K | |||
| $415K | 0.03% | 3,031 -388 | -11% | -$53.1K | |||
| $414K | 0.03% | 3,523 -1,072 | -23% | -$126K | |||
| $413K | 0.03% | 2,443 -344 | -12% | -$58.2K | |||
| $413K | 0.03% | 9,260 -4 | -0% | -$178 | |||
| $404K | 0.03% | 36,900 -944 | -2% | -$10.3K | |||
| $404K | 0.03% | 4,965 -14 | -0.3% | -$1.14K | |||
| $404K | 0.03% | 13,046 +2,961 | +29% | +$91.6K | |||
| $403K | 0.03% | 8,630 +3,427 | +66% | +$160K | |||
| $402K | 0.03% | 1,959 -1,239 | -39% | -$255K | |||
| $402K | 0.03% | 5,684 +662 | +13% | +$46.8K | |||
| $402K | 0.03% | 12,421 +128 | +1% | +$4.14K | |||
| $401K | 0.03% | 2,423 -355 | -13% | -$58.8K | |||
| $400K | 0.03% | 35,081 +343 | +1% | +$3.91K | |||
| $400K | 0.03% | 5,246 -938 | -15% | -$71.5K | |||
| $398K | 0.03% | 2,835 +1,486 | +110% | +$209K | |||
| $397K | 0.03% | 7,491 | New | +$397K | |||
| $396K | 0.03% | 13,096 +1,432 | +12% | +$43.3K | |||
| $394K | 0.03% | 21,800 -3,275 | -13% | -$59.1K | |||
| $393K | 0.03% | 15,978 -1,376 | -8% | -$33.8K | |||
| $392K | 0.03% | 2,863 +839 | +41% | +$115K | |||
| $388K | 0.03% | 11,612 +345 | +3% | +$11.5K | |||
| $387K | 0.03% | 3,859 +1,414 | +58% | +$142K | |||
| $387K | 0.03% | 1,294 +350 | +37% | +$105K |
