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 | |
|---|---|---|---|---|---|---|---|
| $312K | 0.03% | 7,657 +537 | +8% | +$21.9K | |||
| $311K | 0.03% | 2,999 | New | +$311K | |||
| $310K | 0.03% | 3,028 +1,186 | +64% | +$121K | |||
| $310K | 0.03% | 2,419 +152 | +7% | +$19.5K | |||
| $309K | 0.03% | 14,270 -641 | -4% | -$13.9K | |||
| $309K | 0.03% | 2,653 -661 | -20% | -$76.9K | |||
| $308K | 0.03% | 1,269 -107 | -8% | -$25.9K | |||
| $306K | 0.03% | 9,419 | New | +$306K | |||
| $305K | 0.03% | 2,505 +463 | +23% | +$56.4K | |||
| $305K | 0.03% | 2,935 +330 | +13% | +$34.3K | |||
| $304K | 0.03% | 1,326 -81 | -6% | -$18.6K | |||
| $303K | 0.03% | 15,279 | New | +$303K | |||
| $303K | 0.03% | 3,869 +359 | +10% | +$28.1K | |||
| $303K | 0.03% | 1,963 -126 | -6% | -$19.4K | |||
| $302K | 0.03% | 1,341 +159 | +13% | +$35.9K | |||
| $302K | 0.03% | 664 -19 | -3% | -$8.64K | |||
| $300K | 0.03% | 2,112 | New | +$300K | |||
| $300K | 0.03% | 6,531 -665 | -9% | -$30.6K | |||
| $299K | 0.03% | 3,045 | New | +$299K | |||
| $298K | 0.03% | 14,867 -926 | -6% | -$18.6K | |||
| $296K | 0.02% | 3,409 +24 | +0.7% | +$2.09K | |||
| $295K | 0.02% | 12,490 -248 | -2% | -$5.86K | |||
| $295K | 0.02% | 9,353 -2,087 | -18% | -$65.8K | |||
| $293K | 0.02% | 12,461 -244 | -2% | -$5.75K | |||
| $293K | 0.02% | 4,286 -247 | -5% | -$16.9K |
