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
$1.26M0.11% 16,090
+4,217
+36%
+$330K
$1.26M0.11% 9,003
-1,147
-11%
-$160K
$1.25M0.1% 4,600
-605
-12%
-$164K
$1.24M0.1% 36,293
-76
-0.2%
-$2.6K
$1.24M0.1% 4,858
+82
+2%
+$20.9K
$1.22M0.1% 7,288
-1,968
-21%
-$329K
$1.21M0.1% 5,483
-1,076
-16%
-$238K
$1.21M0.1% 20,935
-4,431
-17%
-$255K
$1.2M0.1% 2,486
+58
+2%
+$28.1K
$1.2M0.1% 15,260
+509
+3%
+$40.1K
$1.2M0.1% 5,941
-133
-2%
-$26.8K
$1.19M0.1% 29,511
-670
-2%
-$27K
$1.18M0.1% 10,768
-2,307
-18%
-$252K
$1.17M0.1% 23,258
+368
+2%
+$18.6K
$1.17M0.1% 16,645
-16,064
-49%
-$1.13M
$1.16M0.1% 2,908
-257
-8%
-$103K
$1.15M0.1% 4,318
-1,320
-23%
-$352K
$1.15M0.1% 25,331
+5,038
+25%
+$228K
$1.14M0.1% 585
+271
+86%
+$528K
$1.14M0.1% 18,405
+14,496
+371%
+$895K
$1.13M0.1% 33,159
-3,686
-10%
-$126K
$1.13M0.1% 11,549
+6,157
+114%
+$603K
$1.13M0.09% 40,791
+4,132
+11%
+$114K
$1.13M0.09% 4,442
+209
+5%
+$53.1K
$1.13M0.09% 14,196
-2,516
-15%
-$200K
1 67891033