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
$292K0.02% 12,615
-246
-2%
-$5.7K
$292K0.02% 14,560
-377
-3%
-$7.56K
$292K0.02% 9,948
+2,395
+32%
+$70.2K
$291K0.02% 5,716
-347
-6%
-$17.7K
$289K0.02% 5,042
+207
+4%
+$11.9K
$286K0.02%
+523
 New
+$286K
$285K0.02% 40,226
-5,878
-13%
-$41.7K
$284K0.02% 4,776
+514
+12%
+$30.6K
$284K0.02% 2,108
-1,425
-40%
-$192K
$282K0.02% 4,304
+42
+1%
+$2.76K
$282K0.02%
+9,765
 New
+$282K
$281K0.02% 1,758
+12
+0.7%
+$1.92K
$281K0.02% 4,549
-153,227
-97%
-$9.47M
$281K0.02% 9,842
+98
+1%
+$2.8K
$278K0.02% 1,028
-141
-12%
-$38.1K
$277K0.02% 899
+30
+3%
+$9.25K
$277K0.02% 2,808
-155
-5%
-$15.3K
$276K0.02% 719
-371
-34%
-$142K
$275K0.02% 4,232
+481
+13%
+$31.3K
$275K0.02% 11,241
-247
-2%
-$6.05K
$274K0.02% 1,550
-34
-2%
-$6K
$273K0.02% 2,721
+22
+0.8%
+$2.2K
$271K0.02% 1,443
-307
-18%
-$57.7K
$271K0.02% 11,924
-261
-2%
-$5.94K
$270K0.02% 3,204
-240
-7%
-$20.3K
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