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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
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.2%
2 Healthcare 4.44%
3 Financials 3.62%
4 Industrials 3.28%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-1,981
802
-13,726
803
-10,631
804
-7,572
805
-6,159
806
-3,330
807
-6,341
808
-7,928
809
-28,098
810
-2,338
811
-3,370
812
-4,876
813
-6,260
814
-11,413
815
-5,936
816
-14,415
817
-4,299
818
-1,727
819
-3,875
820
-5,326
821
-2,860
822
-21,905
823
-1,226
824
-4,090
825
-3,663