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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
901
-1,255
902
-3,849
903
-6,058
904
-7,281
905
-36,062
906
-3,899
907
-48,557
908
-12,943
909
-8,008
910
-11,791
911
-27,092
912
-33,574
913
-11,860
914
-26,770
915
-9,872
916
-4,442
917
-14,103
918
-10,945
919
-99,305
920
-8,184
921
-64,183
922
-46,470
923
-1,500
924
-23,809
925
-14,207