FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
-8,184
902
-64,183
903
-46,470
904
-1,500
905
-23,809
906
-14,207
907
-103,089
908
-29,379
909
-2,900
910
-1,640
911
-179,092
912
-31,360
913
-2,384
914
-1,447
915
-5,517
916
-590
917
-3,543
918
-5,375
919
-3,761
920
-2,886
921
-1,386
922
-2,023
923
-11,923
924
-8,004
925
-19,550