FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
This Quarter Return
-3.84%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$867M
AUM Growth
+$867M
(-7.4%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-1.81%
Top 10 Holdings %
Top 10 Hldgs %
15.12%
Holding
804
New
74
Increased
245
Reduced
403
Closed
80
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Healthcare | 8.28% |
| 3 | Financials | 7.13% |
| 4 | Industrials | 5.95% |
| 5 | Energy | 4.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Ameriprise Financial
AMP
$47.8B
| – | – |
-2,706
| Closed | -$643K |
|
802
Air Lease Corp
AL
$7.13B
| – | – |
-16,902
| Closed | -$565K |
|
|
AHH
803
Armada Hoffler Properties
AHH
$570M
| – | – |
-30,697
| Closed | -$394K |
|
804
Assured Guaranty
AGO
$3.89B
| – | – |
-6,977
| Closed | -$389K |
|