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
$1.44M0.12% 4,270
-32
-0.7%
-$10.8K
$1.41M0.12% 55,711
-24,188
-30%
-$614K
$1.41M0.12% 305
-13
-4%
-$60K
$1.41M0.12% 4,266
-46
-1%
-$15.2K
$1.41M0.12% 10,325
-2,006
-16%
-$273K
$1.4M0.12% 24,327
-837
-3%
-$48.2K
$1.4M0.12% 16,880
+12,445
+281%
+$1.03M
$1.4M0.12% 14,158
+424
+3%
+$41.9K
$1.4M0.12% 19,866
+660
+3%
+$46.5K
$1.39M0.12% 30,086
+24,089
+402%
+$1.11M
$1.38M0.12% 9,521
-2,212
-19%
-$321K
$1.36M0.11% 16,416
-2,791
-15%
-$232K
$1.35M0.11%
+23,806
 New
+$1.35M
$1.35M0.11% 10,501
+6,515
+163%
+$835K
$1.34M0.11% 14,041
-974
-6%
-$92.9K
$1.33M0.11% 5,469
-1,020
-16%
-$249K
$1.33M0.11% 4,035
+678
+20%
+$223K
$1.33M0.11% 23,414
-1,880
-7%
-$106K
$1.29M0.11% 28,445
+5,006
+21%
+$227K
$1.29M0.11% 4,733
-450
-9%
-$123K
$1.28M0.11% 9,673
+881
+10%
+$116K
$1.27M0.11% 13,616
-8,214
-38%
-$768K
$1.27M0.11% 12,109
-1,133
-9%
-$119K
$1.27M0.11% 25,276
+221
+0.9%
+$11.1K
$1.27M0.11% 6,156
-650
-10%
-$134K
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