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 | |
|---|---|---|---|---|---|---|---|
| $247K | 0.02% | 675 +65 | +11% | +$23.8K | |||
| $247K | 0.02% | 4,237 -1,074 | -20% | -$62.6K | |||
| $247K | 0.02% | 64,566 -24,698 | -28% | -$94.3K | |||
| $247K | 0.02% | 5,048 -26 | -0.5% | -$1.27K | |||
| $245K | 0.02% | 1,060 | New | +$245K | |||
| $245K | 0.02% | 7,400 -333 | -4% | -$11K | |||
| $245K | 0.02% | 2,781 +161 | +6% | +$14.2K | |||
| $243K | 0.02% | 4,871 -417 | -8% | -$20.8K | |||
| $243K | 0.02% | 3,402 | New | +$243K | |||
| $243K | 0.02% | 4,935 -173 | -3% | -$8.51K | |||
| $241K | 0.02% | 6,121 -1,190 | -16% | -$46.9K | |||
| $239K | 0.02% | 1,599 +282 | +21% | +$42.2K | |||
| $238K | 0.02% | 12,525 -9,932 | -44% | -$189K | |||
| $235K | 0.02% | 9,091 -1,029 | -10% | -$26.6K | |||
| $235K | 0.02% | 2,093 -73 | -3% | -$8.2K | |||
| $234K | 0.02% | 852 | New | +$234K | |||
| $234K | 0.02% | 2,351 -370 | -14% | -$36.8K | |||
| $234K | 0.02% | 2,841 -275 | -9% | -$22.6K | |||
| $233K | 0.02% | 1,957 +461 | +31% | +$55K | |||
| $232K | 0.02% | 1,696 -688 | -29% | -$94.3K | |||
| $232K | 0.02% | 6,041 | New | +$232K | |||
| $231K | 0.02% | 1,458 | New | +$231K | |||
| $230K | 0.02% | 341 | New | +$230K | |||
| $229K | 0.02% | 10,851 | New | +$229K | |||
| $228K | 0.02% | 920 | New | +$228K |
