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
251
$1.29M 0.08%
9,754
+641
252
$1.29M 0.08%
40,270
-356
253
$1.29M 0.08%
27,204
-1,861
254
$1.28M 0.08%
38,295
+472
255
$1.28M 0.08%
87,452
+7,152
256
$1.27M 0.08%
19,510
-1,596
257
$1.27M 0.08%
52,907
+10,246
258
$1.27M 0.08%
+16,317
259
$1.26M 0.08%
13,785
-531
260
$1.26M 0.08%
41,821
-239
261
$1.26M 0.08%
25,308
+500
262
$1.25M 0.08%
16,311
-1,294
263
$1.25M 0.08%
30,040
-11,820
264
$1.25M 0.08%
25,608
+83
265
$1.24M 0.08%
21,137
-4,248
266
$1.24M 0.08%
12,659
-879
267
$1.24M 0.08%
4,607
+2,210
268
$1.23M 0.08%
3,468
-191
269
$1.23M 0.08%
14,010
-1,045
270
$1.23M 0.08%
21,749
+350
271
$1.23M 0.08%
37,973
-14,620
272
$1.23M 0.08%
39,808
+452
273
$1.22M 0.08%
5,236
-65
274
$1.22M 0.08%
36,631
+20,780
275
$1.22M 0.08%
17,441
-232
9 10
11
12 13