FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$1.69M
3
+$1.68M
4
OTEX icon
Open Text
OTEX
+$1.64M
5
CPRI icon
Capri Holdings
CPRI
+$1.44M

Top Sells

1
+$40.4M
2
+$8.71M
3
+$7.5M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$5.7M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$4.81M

Sector Composition

1 Healthcare 10.56%
2 Technology 10.08%
3 Industrials 5.99%
4 Financials 5.91%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.42M 0.09%
27,757
+59
227
$1.41M 0.09%
451,232
-41,135
228
$1.4M 0.09%
+63,084
229
$1.4M 0.09%
10,020
-320
230
$1.4M 0.09%
15,659
+348
231
$1.39M 0.09%
144,848
+69,499
232
$1.39M 0.09%
23,544
+8,200
233
$1.38M 0.09%
66,645
+9,085
234
$1.38M 0.09%
11,341
+110
235
$1.38M 0.09%
3,782
-7,412
236
$1.37M 0.09%
45,133
-492
237
$1.36M 0.09%
54,267
-4,733
238
$1.36M 0.09%
21,885
-9,189
239
$1.36M 0.09%
13,729
-542
240
$1.35M 0.08%
47,185
-13,708
241
$1.35M 0.08%
42,360
-351
242
$1.34M 0.08%
29,993
+4,696
243
$1.34M 0.08%
9,979
+2,703
244
$1.33M 0.08%
17,582
+1,049
245
$1.33M 0.08%
41,826
-2,826
246
$1.31M 0.08%
59,120
-518
247
$1.31M 0.08%
8,160
-2,163
248
$1.29M 0.08%
+37,349
249
$1.29M 0.08%
110,005
-3,390
250
$1.29M 0.08%
136,198
+119,414
8 9
10
11 12