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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
651
-12,937
652
-10,474
653
-13,974
654
-11,490
655
-1,231
656
-3,564
657
-14,086
658
-11,531
659
-98,181
660
-1,427
661
-87,910
662
-12,954
663
-7,529
664
-13,090
665
-15,665
666
-360,248
667
-11,341
668
-4,311
669
-4,915
670
-1,966
671
-705,798
672
-18,590