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 | |
|---|---|---|---|---|---|---|---|
| $268K | 0.02% | 1,676 -97 | -5% | -$15.5K | |||
| $267K | 0.02% | 5,376 +1,641 | +44% | +$81.6K | |||
| $267K | 0.02% | 1,984 -397 | -17% | -$53.4K | |||
| $266K | 0.02% | 2,669 +286 | +12% | +$28.6K | |||
| $266K | 0.02% | 7,302 +1,361 | +23% | +$49.5K | |||
| $265K | 0.02% | 12,867 +1,832 | +17% | +$37.8K | |||
| $265K | 0.02% | 4,567 -2,392 | -34% | -$139K | |||
| $263K | 0.02% | 2,120 -286 | -12% | -$35.5K | |||
| $263K | 0.02% | 6,314 | New | +$263K | |||
| $263K | 0.02% | 2,606 +361 | +16% | +$36.4K | |||
| $262K | 0.02% | 2,492 | New | +$262K | |||
| $262K | 0.02% | 3,991 -159 | -4% | -$10.4K | |||
| $261K | 0.02% | 4,770 | New | +$261K | |||
| $261K | 0.02% | 9,726 -1,001 | -9% | -$26.8K | |||
| $259K | 0.02% | 2,492 -817 | -25% | -$84.8K | |||
| $258K | 0.02% | 10,783 +1,062 | +11% | +$25.5K | |||
| $257K | 0.02% | 110,618 -1,278 | -1% | -$2.97K | |||
| $257K | 0.02% | 10,604 -2,106 | -17% | -$51.1K | |||
| $256K | 0.02% | 504 +23 | +5% | +$11.7K | |||
| $255K | 0.02% | 3,336 -48 | -1% | -$3.67K | |||
| $254K | 0.02% | 5,857 -194 | -3% | -$8.43K | |||
| $253K | 0.02% | 3,776 | New | +$253K | |||
| $253K | 0.02% | 5,670 -393 | -6% | -$17.5K | |||
| $250K | 0.02% | 9,452 +467 | +5% | +$12.4K | |||
| $249K | 0.02% | 147,053 -6,728 | -4% | -$11.4K |
