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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
$1.36B
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.12%
2 Healthcare 8.69%
3 Financials 6.75%
4 Consumer Discretionary 6.3%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
-10,599
877
-9,148
878
-25,084
879
-7,694
880
-33,132
881
-30,750
882
-1,943
883
-4,935
884
-5,730
885
-2,153
886
-1,671
887
-3,006
888
-7,814
889
-3,956
890
-5,043
891
-10,309
892
-12,809
893
-3,543
894
-5,375
895
-3,761
896
-2,886
897
-11,923
898
-8,004
899
-7,376
900
-19,550