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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$910M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.13%
2 Healthcare 9.16%
3 Financials 6.58%
4 Consumer Discretionary 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$83K 0.01%
13,963
-5,539
602
$77K 0.01%
+20,755
603
$69K 0.01%
15,793
+2,375
604
$55K 0.01%
12,470
-1,311
605
$49K 0.01%
2,213
-71
606
$47K 0.01%
11,807
-627
607
$45K ﹤0.01%
+10,272
608
$42K ﹤0.01%
+13,889
609
$26K ﹤0.01%
+11,216
610
$22K ﹤0.01%
10,387
-21,331
611
$22K ﹤0.01%
14,054
+1,432
612
$21K ﹤0.01%
+348
613
-2,792
614
-13,303
615
-6,930
616
-88,518
617
-2,195
618
-8,859
619
-45,220
620
-11,776
621
-6,882
622
-3,792
623
-56,608
624
-13,159
625
-5,356