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 | |
|---|---|---|---|---|---|---|---|
| $226K | 0.02% | 4,142 | New | +$226K | |||
| $225K | 0.02% | 13,546 -12,833 | -49% | -$213K | |||
| $225K | 0.02% | 6,116 | New | +$225K | |||
| $225K | 0.02% | 13,771 -13,927 | -50% | -$227K | |||
| $223K | 0.02% | 8,639 -13 | -0.2% | -$336 | |||
| $223K | 0.02% | 3,824 | New | +$223K | |||
| $223K | 0.02% | 6,522 | New | +$223K | |||
| $221K | 0.02% | 4,081 | New | +$221K | |||
| $220K | 0.02% | 2,904 +502 | +21% | +$38.1K | |||
| $220K | 0.02% | 5,939 -658 | -10% | -$24.3K | |||
| $219K | 0.02% | 431 -43 | -9% | -$21.8K | |||
| $218K | 0.02% | 7,069 | New | +$218K | |||
| $216K | 0.02% | 2,996 -1,876 | -39% | -$135K | |||
| $216K | 0.02% | 4,292 +395 | +10% | +$19.8K | |||
| $215K | 0.02% | 117 -17 | -13% | -$31.3K | |||
| $215K | 0.02% | 7,061 | New | +$215K | |||
| $215K | 0.02% | 5,157 | New | +$215K | |||
| $213K | 0.02% | 751 -40 | -5% | -$11.3K | |||
| $213K | 0.02% | 6,895 -257 | -4% | -$7.92K | |||
| $212K | 0.02% | 1,228 | New | +$212K | |||
| $211K | 0.02% | 7,746 | New | +$211K | |||
| $210K | 0.02% | 25,867 -4,394 | -15% | -$35.7K | |||
| $209K | 0.02% | 3,572 | New | +$209K | |||
| $209K | 0.02% | 4,487 -145 | -3% | -$6.75K | |||
| $209K | 0.02% | 19,876 -870 | -4% | -$9.14K |
