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
$1.13M0.09% 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
1 789101133