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

Top Buys

1
$7.03M
2
$6.8M
3
$4.82M
4
$3.76M
5
$3.61M

Top Sells

1
$9.47M
2
$7.35M
3
$4.29M
4
$2.9M
5
$1.48M

Sector Composition

1Technology8.88%
2Healthcare4.05%
3Financials3.87%
4Consumer Discretionary3.19%
5Industrials2.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$337K0.03%
+11,671
 New
+$337K
$337K0.03% 754
-195
-21%
-$87.1K
$337K0.03%
+18,829
 New
+$337K
$336K0.03% 23,626
+1,410
+6%
+$20K
$335K0.03% 6,986
+173
+3%
+$8.3K
$335K0.03% 9,458
-1,350
-12%
-$47.8K
$333K0.03% 6,367
+2,124
+50%
+$111K
$333K0.03% 10,209
-854
-8%
-$27.9K
$331K0.03% 6,010
+1,775
+42%
+$97.8K
$330K0.03%
+3,691
 New
+$330K
$330K0.03% 6,959
+782
+13%
+$37.1K
$327K0.03% 1,790
-180
-9%
-$32.9K
$326K0.03% 5,182
-525
-9%
-$33K
$325K0.03% 8,999
-12,999
-59%
-$470K
$324K0.03% 3,391
+645
+23%
+$61.7K
$323K0.03% 9,506
-511
-5%
-$17.4K
$321K0.03% 2,099
+309
+17%
+$47.3K
$320K0.03% 7,918
-2,838
-26%
-$115K
$319K0.03% 510
+43
+9%
+$26.9K
$319K0.03% 10,171
+1,741
+21%
+$54.6K
$318K0.03% 8,630
+657
+8%
+$24.2K
$318K0.03% 1,342
+282
+27%
+$66.8K
$315K0.03% 5,717
-669
-10%
-$36.9K
$315K0.03% 7,215
+784
+12%
+$34.2K
$314K0.03% 2,856
-572
-17%
-$63K
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