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
WING icon
476
Wingstop
WING
$8.51B
$298K 0.03%
2,247
-321
-13% -$42.6K
EXC icon
477
Exelon
EXC
$43.4B
$296K 0.03%
9,831
-1,485
-13% -$44.7K
MYGN icon
478
Myriad Genetics
MYGN
$643M
$294K 0.03%
14,854
+2,668
+22% +$52.8K
RDS.A
479
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$293K 0.03%
8,340
-1,648
-16% -$57.9K
EMR icon
480
Emerson Electric
EMR
$74.7B
$292K 0.03%
3,638
-1,159
-24% -$93K
CAMT icon
481
Camtek
CAMT
$3.71B
$291K 0.03%
+13,283
New +$291K
DWX icon
482
SPDR S&P International Dividend ETF
DWX
$492M
$289K 0.03%
7,903
-1,635
-17% -$59.8K
NOBL icon
483
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$289K 0.03%
3,616
-315
-8% -$25.2K
FVD icon
484
First Trust Value Line Dividend Fund
FVD
$9.12B
$288K 0.03%
8,222
-536
-6% -$18.8K
GIS icon
485
General Mills
GIS
$26.8B
$288K 0.03%
+4,896
New +$288K
AGCO icon
486
AGCO
AGCO
$8.23B
$285K 0.03%
2,766
-258
-9% -$26.6K
ACHC icon
487
Acadia Healthcare
ACHC
$2.08B
$283K 0.03%
+5,640
New +$283K
MCHP icon
488
Microchip Technology
MCHP
$35.2B
$278K 0.03%
4,026
-220
-5% -$15.2K
PKX icon
489
POSCO
PKX
$15.4B
$276K 0.03%
+4,435
New +$276K
SLP icon
490
Simulations Plus
SLP
$285M
$276K 0.03%
3,832
+756
+25% +$54.5K
INDA icon
491
iShares MSCI India ETF
INDA
$9.34B
$275K 0.03%
6,832
-3,212
-32% -$129K
DTH icon
492
WisdomTree International High Dividend Fund
DTH
$485M
$274K 0.03%
7,314
-1,424
-16% -$53.3K
FAST icon
493
Fastenal
FAST
$55.3B
$274K 0.03%
11,230
-1,224
-10% -$29.9K
VFC icon
494
VF Corp
VFC
$6.08B
$273K 0.03%
+3,193
New +$273K
FLN icon
495
First Trust Latin America AlphaDEX Fund
FLN
$16.8M
$272K 0.03%
14,024
-2,250
-14% -$43.6K
BKH icon
496
Black Hills Corp
BKH
$4.26B
$269K 0.03%
4,375
-233
-5% -$14.3K
MGIC
497
Magic Software Enterprises
MGIC
$987M
$269K 0.03%
17,165
-3,024
-15% -$47.4K
SCCO icon
498
Southern Copper
SCCO
$84B
$268K 0.03%
+4,321
New +$268K
FRC
499
DELISTED
First Republic Bank
FRC
$268K 0.03%
1,826
-160
-8% -$23.5K
NTAP icon
500
NetApp
NTAP
$24.2B
$264K 0.03%
+3,986
New +$264K