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 (-1%)
Cap. Flow
-$271K
Cap. Flow % of AUM
-0.02%
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 | $7.35M | |
| 3 | $4.29M | |
| 4 | $2.9M | |
| 5 | $1.48M |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Healthcare | 4.05% |
| 3 | Financials | 3.87% |
| 4 | Consumer Discretionary | 3.19% |
| 5 | Industrials | 2.88% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $43.1K | ﹤0.01% | +10,353 | New | +$43.1K | |||
| $42.2K | ﹤0.01% | 13,539 +622 | +5% | +$1.94K | |||
| $41.1K | ﹤0.01% | +13,650 | New | +$41.1K | |||
| $35.8K | ﹤0.01% | 44,433 +7,937 | +22% | +$6.4K | |||
| $31.5K | ﹤0.01% | 34,485 +5,065 | +17% | +$4.63K | |||
| $31.2K | ﹤0.01% | +19,170 | New | +$31.2K | |||
| $29K | ﹤0.01% | 24,606 -24,185 | -50% | -$28.5K | |||
| $26.4K | ﹤0.01% | 14,989 -1,525 | -9% | -$2.68K | |||
| $24.1K | ﹤0.01% | 19,132 -4,938 | -21% | -$6.22K | |||
| $13.3K | ﹤0.01% | 11,051 -5,414 | -33% | -$6.5K | |||
| $8.92K | ﹤0.01% | 12,824 -3,271 | -20% | -$2.28K | |||
| – | – | -13,346 | Closed | -$674K | |||
| – | – | -18,673 | Closed | -$480K | |||
| – | – | -1,660 | Closed | -$332K | |||
| – | – | -10,149 | Closed | -$17.2K | |||
| – | – | -35,689 | Closed | -$260K | |||
| – | – | -2,531 | Closed | -$217K | |||
| – | – | -6,628 | Closed | -$788K | |||
| – | – | -8,009 | Closed | -$623K | |||
| – | – | -8,461 | Closed | -$327K | |||
| – | – | -10,069 | Closed | -$578K | |||
| – | – | -1,936 | Closed | -$221K | |||
| – | – | -137,470 | Closed | -$560K | |||
| – | – | -2,269 | Closed | -$917K | |||
| – | – | -1,943 | Closed | -$255K |
