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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
626
-7,166
627
-14,816
628
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629
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630
-23,369
631
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632
-11,266
633
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634
-8,971
635
-927
636
-4,996
637
-10,343
638
-13,839
639
-11,726
640
-6,384
641
-12,634
642
-8,169
643
-10,867
644
-915
645
-1,116
646
-12,624
647
-30,908
648
-50,490
649
-10,554
650
-4,963