FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+3.24%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.96B
AUM Growth
+$136M
(+7.5%)
Cap. Flow
+$107M
Cap. Flow
% of AUM
5.46%
Top 10 Holdings %
Top 10 Hldgs %
32.54%
Holding
1,239
New
144
Increased
570
Reduced
410
Closed
110
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 7.39% |
| 2 | Technology | 7.37% |
| 3 | Industrials | 5.18% |
| 4 | Financials | 4.15% |
| 5 | Consumer Discretionary | 3.87% |