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
$312K0.03% 7,657
+537
+8%
+$21.9K
$311K0.03%
+2,999
 New
+$311K
$310K0.03% 3,028
+1,186
+64%
+$121K
$310K0.03% 2,419
+152
+7%
+$19.5K
$309K0.03% 14,270
-641
-4%
-$13.9K
$309K0.03% 2,653
-661
-20%
-$76.9K
$308K0.03% 1,269
-107
-8%
-$25.9K
$306K0.03%
+9,419
 New
+$306K
$305K0.03% 2,505
+463
+23%
+$56.4K
$305K0.03% 2,935
+330
+13%
+$34.3K
$304K0.03% 1,326
-81
-6%
-$18.6K
$303K0.03%
+15,279
 New
+$303K
$303K0.03% 3,869
+359
+10%
+$28.1K
$303K0.03% 1,963
-126
-6%
-$19.4K
$302K0.03% 1,341
+159
+13%
+$35.9K
$302K0.03% 664
-19
-3%
-$8.64K
$300K0.03%
+2,112
 New
+$300K
$300K0.03% 6,531
-665
-9%
-$30.6K
$299K0.03%
+3,045
 New
+$299K
$298K0.03% 14,867
-926
-6%
-$18.6K
$296K0.02% 3,409
+24
+0.7%
+$2.09K
$295K0.02% 12,490
-248
-2%
-$5.86K
$295K0.02% 9,353
-2,087
-18%
-$65.8K
$293K0.02% 12,461
-244
-2%
-$5.75K
$293K0.02% 4,286
-247
-5%
-$16.9K
1 222324252633