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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
$1.25B
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.14%
2 Financials 3.73%
3 Healthcare 3.58%
4 Consumer Discretionary 2.93%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-4,210
752
-6,041
753
-12,059
754
-10,497
755
-16,913
756
-71,374
757
-14,373
758
-5,939
759
-67,578
760
-2,841
761
-3,572
762
-7,451
763
-11,537
764
-47,244
765
-21,341
766
-12,121
767
-589
768
-2,521
769
-7,778
770
-504
771
-4,487
772
-2,229
773
-6,116
774
-965
775
-10,842