FIM

Freedom Investment Management Portfolio holdings

AUM $1.19B
This Quarter Return
-0.19%
1 Year Return
+7.49%
3 Year Return
+26.88%
5 Year Return
+101.74%
10 Year Return
+157.01%
AUM
$1.19B
AUM Growth
-$11.9M
Cap. Flow
-$271K
Cap. Flow %
-0.02%
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
$7.35M
3
$4.29M
4
$2.9M
5
$1.48M

Sector Composition

1Technology8.88%
2Healthcare4.05%
3Financials3.87%
4Consumer Discretionary3.19%
5Industrials2.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$208K0.02% 920
-103
-10%
-$23.3K
$207K0.02%
+965
 New
+$207K
$207K0.02%
+6,311
 New
+$207K
$206K0.02% 2,521
-268
-10%
-$21.9K
$202K0.02%
+10,123
 New
+$202K
$202K0.02%
+204
 New
+$202K
$202K0.02% 3,601
-220
-6%
-$12.3K
$193K0.02% 21,028
+6,406
+44%
+$58.9K
$185K0.02% 28,017
-401
-1%
-$2.64K
$178K0.01% 24,869
+1,730
+7%
+$12.4K
$174K0.01% 12,121
+1,152
+11%
+$16.5K
$161K0.01% 18,043
+2,204
+14%
+$19.7K
$159K0.01%
+16,475
 New
+$159K
$150K0.01% 14,923
+763
+5%
+$7.65K
$139K0.01% 60,299
+23,300
+63%
+$53.6K
$127K0.01% 23,254
-1,339
-5%
-$7.34K
$122K0.01% 24,296
+483
+2%
+$2.43K
$121K0.01% 12,515
+519
+4%
+$5.03K
$115K0.01% 14,865
-43
-0.3%
-$334
$111K0.01% 12,771
-1,840
-13%
-$16K
$105K0.01% 14,061
+3,281
+30%
+$24.4K
$95.5K0.01% 11,551
-1,961
-15%
-$16.2K
$86.8K0.01% 14,114
-829
-6%
-$5.1K
$51K﹤0.01% 10,842
-794
-7%
-$3.73K
$44K﹤0.01% 11,537
+1,196
+12%
+$4.56K
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