We are live on ! Find out more
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
$1.47B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 8.17%
2 Technology 4.74%
3 Industrials 3.4%
4 Consumer Discretionary 2.14%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-5,758
802
-8,900
803
-44,391
804
-130,185
805
-10,626
806
-6,194
807
-13,173
808
-115,934
809
-4,087
810
-21,504
811
-37,557
812
-6,748
813
-3,982
814
-5,936
815
-32,006
816
-3,028
817
-2,617
818
-4,132
819
-20,213
820
-4,088
821
-9,133
822
-5,253
823
-5,792
824
-892
825
-15,801