FIM

Freedom Investment Management Portfolio holdings

AUM $1.19B
AUM
$1.19B
AUM Growth
-$11.9M
Cap. Flow
+$44.1M
Cap. Flow %
3.7%
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
$2.9M
3
$1.18M
4
$1.15M
5
$1.13M

Sector Composition

1Technology8.88%
2Healthcare4.05%
3Financials3.87%
4Consumer Discretionary3.17%
5Industrials2.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.13M0.09%30,927
+4,798
+18%
+$175K
$1.12M0.09%27,320
-22
-0.1%
-$905
$1.12M0.09%4,181
+1,589
+61%
+$426K
$1.11M0.09%36,803
+5,067
+16%
+$152K
$1.1M0.09%56,696
+2,880
+5%
+$56.1K
$1.09M0.09%4,793
-1,123
-19%
-$256K
$1.09M0.09%4,824
-388
-7%
-$87.8K
$1.09M0.09%16,040
-1,197
-7%
-$81.1K
$1.09M0.09%7,451
+1,152
+18%
+$168K
$1.08M0.09%55,234
+3,036
+6%
+$59.5K
$1.08M0.09%12,008
-386
-3%
-$34.7K
$1.08M0.09%20,944
+3,315
+19%
+$171K
$1.07M0.09%12,500
-606
-5%
-$52.1K
$1.07M0.09%44,667
-2,916
-6%
-$70.2K
$1.07M0.09%1,818
-134
-7%
-$79K
$1.07M0.09%4,426
-943
-18%
-$228K
$1.07M0.09%28,653
+2,579
+10%
+$96.1K
$1.07M0.09%11,492
+5,937
+107%
+$551K
$1.07M0.09%4,810
+1,004
+26%
+$223K
$1.07M0.09%16,820
+2,009
+14%
+$127K
$1.07M0.09%11,983
+7,897
+193%
+$703K
$1.06M0.09%9,146
+510
+6%
+$59.4K
$1.06M0.09%33,903 New
+$1.06M
$1.06M0.09%6,793
+521
+8%
+$81.4K
$1.06M0.09%4,575
+1,258
+38%
+$291K
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