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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
826
-4,121
827
-13,652
828
-1,637
829
-1,318
830
-1,860
831
-749
832
-7,171
833
-7,400
834
-63,580
835
-37,439
836
-8,300
837
-6,104
838
-11,266
839
-2,868
840
-12,763
841
-11,804
842
-11,128
843
-5,410
844
-10,134
845
-13,017
846
-41,786
847
-15,750