FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
This Quarter Return
+3.77%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.6B
AUM Growth
+$1.6B
(-3.9%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-6.96%
Top 10 Holdings %
Top 10 Hldgs %
31.78%
Holding
1,012
New
65
Increased
364
Reduced
469
Closed
112
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$29.7M |
| 2 |
Estee Lauder
EL
|
$1.69M |
| 3 |
Cigna
CI
|
$1.68M |
| 4 |
Open Text
OTEX
|
$1.64M |
| 5 |
Capri Holdings
CPRI
|
$1.44M |
Top Sells
Sector Composition
| 1 | Healthcare | 10.56% |
| 2 | Technology | 10.08% |
| 3 | Industrials | 6.02% |
| 4 | Financials | 5.91% |
| 5 | Consumer Discretionary | 5.37% |
