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 | |
|---|---|---|---|---|---|---|---|
| $337K | 0.03% | 11,671 | New | +$337K | |||
| $337K | 0.03% | 754 -195 | -21% | -$87.1K | |||
| $337K | 0.03% | 18,829 | New | +$337K | |||
| $336K | 0.03% | 23,626 +1,410 | +6% | +$20K | |||
| $335K | 0.03% | 6,986 +173 | +3% | +$8.3K | |||
| $335K | 0.03% | 9,458 -1,350 | -12% | -$47.8K | |||
| $333K | 0.03% | 6,367 +2,124 | +50% | +$111K | |||
| $333K | 0.03% | 10,209 -854 | -8% | -$27.9K | |||
| $331K | 0.03% | 6,010 +1,775 | +42% | +$97.8K | |||
| $330K | 0.03% | 3,691 | New | +$330K | |||
| $330K | 0.03% | 6,959 +782 | +13% | +$37.1K | |||
| $327K | 0.03% | 1,790 -180 | -9% | -$32.9K | |||
| $326K | 0.03% | 5,182 -525 | -9% | -$33K | |||
| $325K | 0.03% | 8,999 -12,999 | -59% | -$470K | |||
| $324K | 0.03% | 3,391 +645 | +23% | +$61.7K | |||
| $323K | 0.03% | 9,506 -511 | -5% | -$17.4K | |||
| $321K | 0.03% | 2,099 +309 | +17% | +$47.3K | |||
| $320K | 0.03% | 7,918 -2,838 | -26% | -$115K | |||
| $319K | 0.03% | 510 +43 | +9% | +$26.9K | |||
| $319K | 0.03% | 10,171 +1,741 | +21% | +$54.6K | |||
| $318K | 0.03% | 8,630 +657 | +8% | +$24.2K | |||
| $318K | 0.03% | 1,342 +282 | +27% | +$66.8K | |||
| $315K | 0.03% | 5,717 -669 | -10% | -$36.9K | |||
| $315K | 0.03% | 7,215 +784 | +12% | +$34.2K | |||
| $314K | 0.03% | 2,856 -572 | -17% | -$63K |
