FIM

Freedom Investment Management Portfolio holdings

AUM $1.19B
This Quarter Return
-0.19%
1 Year Return
+7.49%
3 Year Return
+26.88%
5 Year Return
+101.74%
10 Year Return
+157.01%
AUM
$1.19B
AUM Growth
-$11.9M
Cap. Flow
-$271K
Cap. Flow %
-0.02%
Top 10 Hldgs %
24.26%
Holding
820
New
70
Increased
280
Reduced
386
Closed
84

Top Buys

1
$7.03M
2
$6.8M
3
$4.82M
4
$3.76M
5
$3.61M

Top Sells

1
$9.47M
2
$7.35M
3
$4.29M
4
$2.9M
5
$1.48M

Sector Composition

1Technology8.88%
2Healthcare4.05%
3Financials3.87%
4Consumer Discretionary3.19%
5Industrials2.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.72M0.23% 42,615
+448
+1%
+$28.5K
$2.61M0.22% 106,133
-709
-0.7%
-$17.5K
$2.61M0.22% 8,353
+56
+0.7%
+$17.5K
$2.56M0.21% 10,288
+95
+0.9%
+$23.6K
$2.39M0.2% 46,854
+41,759
+820%
+$2.13M
$2.39M0.2% 60,663
-950
-2%
-$37.4K
$2.37M0.2% 18,094
+627
+4%
+$82.2K
$2.3M0.19% 45,287
-1,405
-3%
-$71.4K
$2.3M0.19% 87,173
+35,119
+67%
+$925K
$2.28M0.19% 44,781
+14,159
+46%
+$720K
$2.28M0.19% 8,457
-337
-4%
-$90.7K
$2.26M0.19% 28,925
+2,923
+11%
+$229K
$2.26M0.19% 4,113
-658
-14%
-$362K
$2.25M0.19% 4,303
+60
+1%
+$31.4K
$2.25M0.19% 47,325
-24,766
-34%
-$1.18M
$2.25M0.19%
+34,146
 New
+$2.25M
$2.24M0.19% 4,629
-126
-3%
-$61.1K
$2.24M0.19% 36,312
+1,861
+5%
+$115K
$2.18M0.18%
+44,681
 New
+$2.18M
$2.17M0.18% 2,330
-255
-10%
-$238K
$2.14M0.18% 51,812
+47
+0.1%
+$1.94K
$2.13M0.18% 24,278
+961
+4%
+$84.4K
$2.12M0.18% 18,905
+7,894
+72%
+$885K
$2.11M0.18% 8,130
+687
+9%
+$178K
$2.1M0.18% 4,088
+71
+2%
+$36.5K
1 2345633