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 | |
|---|---|---|---|---|---|---|---|
| $208K | 0.02% | 920 -103 | -10% | -$23.3K | |||
| $207K | 0.02% | 965 | New | +$207K | |||
| $207K | 0.02% | 6,311 | New | +$207K | |||
| $206K | 0.02% | 2,521 -268 | -10% | -$21.9K | |||
| $202K | 0.02% | 10,123 | New | +$202K | |||
| $202K | 0.02% | 204 | New | +$202K | |||
| $202K | 0.02% | 3,601 -220 | -6% | -$12.3K | |||
| $193K | 0.02% | 21,028 +6,406 | +44% | +$58.9K | |||
| $185K | 0.02% | 28,017 -401 | -1% | -$2.64K | |||
| $178K | 0.01% | 24,869 +1,730 | +7% | +$12.4K | |||
| $174K | 0.01% | 12,121 +1,152 | +11% | +$16.5K | |||
| $161K | 0.01% | 18,043 +2,204 | +14% | +$19.7K | |||
| $159K | 0.01% | 16,475 | New | +$159K | |||
| $150K | 0.01% | 14,923 +763 | +5% | +$7.65K | |||
| $139K | 0.01% | 60,299 +23,300 | +63% | +$53.6K | |||
| $127K | 0.01% | 23,254 -1,339 | -5% | -$7.34K | |||
| $122K | 0.01% | 24,296 +483 | +2% | +$2.43K | |||
| $121K | 0.01% | 12,515 +519 | +4% | +$5.03K | |||
| $115K | 0.01% | 14,865 -43 | -0.3% | -$334 | |||
| $111K | 0.01% | 12,771 -1,840 | -13% | -$16K | |||
| $105K | 0.01% | 14,061 +3,281 | +30% | +$24.4K | |||
| $95.5K | 0.01% | 11,551 -1,961 | -15% | -$16.2K | |||
| $86.8K | 0.01% | 14,114 -829 | -6% | -$5.1K | |||
| $51K | 0% | 10,842 -794 | -7% | -$3.73K | |||
| $44K | 0% | 11,537 +1,196 | +12% | +$4.56K |
