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 | |
|---|---|---|---|---|---|---|---|
| $386K | 0.03% | 3,544 -100 | -3% | -$10.9K | |||
| $386K | 0.03% | 6,146 -50 | -0.8% | -$3.14K | |||
| $386K | 0.03% | 1,473 +34 | +2% | +$8.9K | |||
| $383K | 0.03% | 3,484 -3,084 | -47% | -$339K | |||
| $382K | 0.03% | 9,499 -742 | -7% | -$29.8K | |||
| $382K | 0.03% | 64,444 +2,253 | +4% | +$13.3K | |||
| $380K | 0.03% | 12,870 | New | +$380K | |||
| $380K | 0.03% | 3,441 | New | +$380K | |||
| $377K | 0.03% | 1,871 -183 | -9% | -$36.9K | |||
| $376K | 0.03% | 1,399 -132 | -9% | -$35.4K | |||
| $372K | 0.03% | 3,957 -121 | -3% | -$11.4K | |||
| $372K | 0.03% | 10,442 -427 | -4% | -$15.2K | |||
| $372K | 0.03% | 7,713 -1,058 | -12% | -$51K | |||
| $370K | 0.03% | 6,928 +1,019 | +17% | +$54.4K | |||
| $370K | 0.03% | 4,951 +31 | +0.6% | +$2.32K | |||
| $367K | 0.03% | 1,579 -75 | -5% | -$17.5K | |||
| $366K | 0.03% | 7,905 -180 | -2% | -$8.34K | |||
| $361K | 0.03% | 2,174 +78 | +4% | +$13K | |||
| $359K | 0.03% | 17,090 +187 | +1% | +$3.93K | |||
| $359K | 0.03% | 1,710 -33 | -2% | -$6.92K | |||
| $358K | 0.03% | 589 -264 | -31% | -$160K | |||
| $358K | 0.03% | 12,622 +4,551 | +56% | +$129K | |||
| $357K | 0.03% | 3,019 -519 | -15% | -$61.3K | |||
| $355K | 0.03% | 11,742 +2,632 | +29% | +$79.6K | |||
| $353K | 0.03% | 7,177 | New | +$353K |
