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
276
$1.22M 0.08%
17,042
-7,685
277
$1.22M 0.08%
17,984
+313
278
$1.21M 0.08%
48,948
-548
279
$1.2M 0.08%
48,084
-505
280
$1.18M 0.07%
51,758
+2,042
281
$1.18M 0.07%
5,029
-232
282
$1.17M 0.07%
38,177
+569
283
$1.16M 0.07%
11,717
+1,594
284
$1.15M 0.07%
20,658
-1,609
285
$1.15M 0.07%
7,082
-182
286
$1.15M 0.07%
20,560
-8,415
287
$1.15M 0.07%
27,487
+2,595
288
$1.15M 0.07%
22,080
-4,363
289
$1.13M 0.07%
23,060
+365
290
$1.13M 0.07%
48,407
+792
291
$1.13M 0.07%
16,602
+86
292
$1.12M 0.07%
23,656
+2,065
293
$1.12M 0.07%
16,352
-408
294
$1.12M 0.07%
22,371
+203
295
$1.11M 0.07%
18,766
+667
296
$1.11M 0.07%
7,817
+1,814
297
$1.11M 0.07%
7,108
+59
298
$1.11M 0.07%
22,903
+3,203
299
$1.1M 0.07%
12,177
+203
300
$1.09M 0.07%
13,555
-839
10 11
12
13 14