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
301
$1.09M 0.07%
62,426
-411
302
$1.09M 0.07%
7,206
-1,356
303
$1.08M 0.07%
22,361
-338
304
$1.07M 0.07%
28,854
-26,290
305
$1.07M 0.07%
47,691
+22,855
306
$1.06M 0.07%
57,827
+3,901
307
$1.06M 0.07%
28,779
+393
308
$1.06M 0.07%
19,858
-8,490
309
$1.06M 0.07%
10,610
-3,492
310
$1.05M 0.07%
33,466
+438
311
$1.05M 0.07%
87,481
+795
312
$1.05M 0.07%
24,845
-5,166
313
$1.04M 0.07%
8,166
-108
314
$1.04M 0.07%
20,238
+10,607
315
$1.03M 0.06%
35,739
+192
316
$1.03M 0.06%
14,888
-452
317
$1.02M 0.06%
15,781
+774
318
$1.02M 0.06%
10,777
-152
319
$1.02M 0.06%
20,799
-1,168
320
$1.01M 0.06%
7,370
-1,371
321
$1.01M 0.06%
21,067
+608
322
$1.01M 0.06%
23,969
-1,247
323
$989K 0.06%
16,738
+108
324
$987K 0.06%
46,035
-431
325
$985K 0.06%
32,749
+5,864
11 12
13
14 15