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 | |
|---|---|---|---|---|---|---|---|
| $292K | 0.02% | 12,615 -246 | -2% | -$5.7K | |||
| $292K | 0.02% | 14,560 -377 | -3% | -$7.56K | |||
| $292K | 0.02% | 9,948 +2,395 | +32% | +$70.2K | |||
| $291K | 0.02% | 5,716 -347 | -6% | -$17.7K | |||
| $289K | 0.02% | 5,042 +207 | +4% | +$11.9K | |||
| $286K | 0.02% | 523 | New | +$286K | |||
| $285K | 0.02% | 40,226 -5,878 | -13% | -$41.7K | |||
| $284K | 0.02% | 4,776 +514 | +12% | +$30.6K | |||
| $284K | 0.02% | 2,108 -1,425 | -40% | -$192K | |||
| $282K | 0.02% | 4,304 +42 | +1% | +$2.76K | |||
| $282K | 0.02% | 9,765 | New | +$282K | |||
| $281K | 0.02% | 1,758 +12 | +0.7% | +$1.92K | |||
| $281K | 0.02% | 4,549 -153,227 | -97% | -$9.47M | |||
| $281K | 0.02% | 9,842 +98 | +1% | +$2.8K | |||
| $278K | 0.02% | 1,028 -141 | -12% | -$38.1K | |||
| $277K | 0.02% | 899 +30 | +3% | +$9.25K | |||
| $277K | 0.02% | 2,808 -155 | -5% | -$15.3K | |||
| $276K | 0.02% | 719 -371 | -34% | -$142K | |||
| $275K | 0.02% | 4,232 +481 | +13% | +$31.3K | |||
| $275K | 0.02% | 11,241 -247 | -2% | -$6.05K | |||
| $274K | 0.02% | 1,550 -34 | -2% | -$6K | |||
| $273K | 0.02% | 2,721 +22 | +0.8% | +$2.2K | |||
| $271K | 0.02% | 1,443 -307 | -18% | -$57.7K | |||
| $271K | 0.02% | 11,924 -261 | -2% | -$5.94K | |||
| $270K | 0.02% | 3,204 -240 | -7% | -$20.3K |
